OAKIX | SUICX | OAKIX / SUICX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 32 years | 24 years | - |
Gain YTD | 0.261 | 5.448 | 5% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 18.1B | 435M | 4,161% |
Annual Yield % from dividends | 1.84 | 2.38 | 78% |
Returns for 1 year | 6.45 | 14.40 | 45% |
Returns for 3 years | 0.80 | 8.85 | 9% |
Returns for 5 years | 21.05 | 29.22 | 72% |
Returns for 10 years | 14.25 | 30.45 | 47% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
SHAPX | 36.82 | -0.06 | -0.16% |
ClearBridge Appreciation A | |||
ROGSX | 47.82 | -0.10 | -0.21% |
Red Oak Technology Select | |||
FEIAX | 35.52 | -0.17 | -0.48% |
Fidelity Advisor Equity Income A | |||
DSCIX | 15.12 | -0.09 | -0.59% |
Dana Epiphany Small Cap Eq Instl | |||
FMCVX | 31.13 | -0.43 | -1.36% |
Franklin Mutual Small-Mid Cap Val R6 |