JDIVX | TRWTX | JDIVX / TRWTX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 10 years | 32 years | - |
Gain YTD | 1.927 | 5.700 | 34% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 3.34B | 4.34B | 77% |
Annual Yield % from dividends | 1.90 | 3.11 | 61% |
Returns for 1 year | -0.82 | 8.52 | -10% |
Returns for 3 years | 13.47 | 7.48 | 180% |
Returns for 5 years | 30.53 | 25.36 | 120% |
Returns for 10 years | N/A | 43.63 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
VTAIX | 12.20 | N/A | N/A |
Virtus Tactical Allocation I | |||
WPGTX | 19.81 | -0.15 | -0.75% |
WPG Partners Small Cap Value Div Fund | |||
WHGLX | 13.93 | -0.12 | -0.85% |
Westwood Quality Value Fund Inst | |||
CFJIX | 32.79 | -0.29 | -0.88% |
Calvert US Large Cap Value Rspnb Idx I | |||
BBVSX | 15.85 | -0.21 | -1.31% |
Bridge Builder Small/Mid Cap Value |