MEDAX | PREMX | MEDAX / PREMX | |
Total Expense Ratio | 1.06 | 0.93 | 114% |
Annual Report Gross Expense Ratio | 1.07 | 0.93 | 115% |
Fund Existence | 28 years | 31 years | - |
Gain YTD | 8.997 | 10.750 | 84% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.55B | 5.11B | 148% |
Annual Yield % from dividends | 5.26 | 5.80 | 91% |
Returns for 1 year | 7.55 | 9.26 | 82% |
Returns for 3 years | 39.04 | 46.30 | 84% |
Returns for 5 years | 12.33 | 15.69 | 79% |
Returns for 10 years | 45.42 | 42.40 | 107% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CBFCX | 41.27 | 0.03 | +0.07% |
American Funds Global Balanced 529C | |||
GSIEX | 33.02 | N/A | N/A |
Goldman Sachs International Eq ESG Instl | |||
PSCZX | 25.51 | N/A | N/A |
PGIM Jennison Small Company Z | |||
MLVOX | 20.37 | N/A | N/A |
MFS Low Volatility Equity R2 | |||
LMVOX | 29.39 | N/A | N/A |
Lord Abbett Focused Small Cap Value F3 |