| MLPOX | SOAEX | MLPOX / SOAEX | |
| Total Expense Ratio | 1.29 | 1.52 | 85% |
| Annual Report Gross Expense Ratio | 1.29 | 1.52 | 85% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 17.803 | 23.071 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 157M | 732% |
| Annual Yield % from dividends | 4.85 | 11.97 | 41% |
| Returns for 1 year | 18.59 | 25.11 | 74% |
| Returns for 3 years | 93.77 | 74.02 | 127% |
| Returns for 5 years | 163.01 | 127.67 | 128% |
| Returns for 10 years | 132.18 | 93.39 | 142% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LADIX | 26.87 | 0.22 | +0.83% |
| ClearBridge Tactical Dividend Income I | |||
| QUERX | 18.73 | 0.04 | +0.21% |
| AQR Large Cap Defensive Style R6 | |||
| BMSBX | 17.09 | -0.10 | -0.58% |
| MFS Blended Research Mid Cap Eq B | |||
| TSPTX | 5.85 | -0.09 | -1.52% |
| Transamerica Small Cap Growth I3 | |||
| JGRJX | 38.40 | -0.68 | -1.74% |
| JPMorgan Growth Advantage R2 | |||