NAESX | SSCOX | NAESX / SSCOX | |
Total Expense Ratio | 0.17 | 1.97 | 9% |
Annual Report Gross Expense Ratio | 0.17 | 2.07 | 8% |
Fund Existence | 65 years | 24 years | - |
Gain YTD | -11.734 | -9.915 | 118% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 3000 | 2500 | 120% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 143B | 1.05B | 13,632% |
Annual Yield % from dividends | 1.39 | 0.00 | - |
Returns for 1 year | -3.54 | -5.56 | 64% |
Returns for 3 years | 4.24 | 1.40 | 303% |
Returns for 5 years | 71.00 | 11.60 | 612% |
Returns for 10 years | 78.67 | -52.21 | -151% |
1 Day | |||
---|---|---|---|
ETFs / NAME | Price $ | Chg $ | Chg % |
CIF | 1.58 | -0.04 | -2.17% |
MFS Intermediate High Income Fund | |||
QUAL | 160.70 | -4.95 | -2.99% |
iShares MSCI USA Quality Factor ETF | |||
BCHP | 30.81 | -1.14 | -3.57% |
Principal Focused Blue Chip ETF | |||
ARDC | 12.81 | -0.51 | -3.83% |
Ares Dynamic Credit Allocation Fund | |||
EQTY | 21.62 | -0.90 | -3.99% |
Kovitz Core Equity ETF |