IOFIX | PONRX | IOFIX / PONRX | |
Total Expense Ratio | 1.74 | 1.48 | 118% |
Annual Report Gross Expense Ratio | 2.06 | 1.48 | 139% |
Fund Existence | 10 years | 18 years | - |
Gain YTD | 4.208 | 3.705 | 114% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 241M | 182B | 0% |
Annual Yield % from dividends | 8.30 | 5.56 | 149% |
Returns for 1 year | 6.82 | 7.03 | 97% |
Returns for 3 years | -6.62 | 19.88 | -33% |
Returns for 5 years | 2.39 | 18.44 | 13% |
Returns for 10 years | 21.14 | 43.82 | 48% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CSSYX | 21.94 | 0.06 | +0.27% |
Columbia Select Small Cap Value Inst3 | |||
FDTEX | 33.24 | -0.09 | -0.27% |
Fidelity Advisor Diversified Stock M | |||
RSLEX | 69.00 | -0.22 | -0.32% |
American Funds SMALLCAP World R4 | |||
DCSVX | 10.67 | -0.04 | -0.37% |
Dunham Small Cap Value C | |||
MXEVX | 11.58 | -0.10 | -0.86% |
Empower Core Strategies Intl Eq Inv |