OSPPX | SPMJX | OSPPX / SPMJX | |
Total Expense Ratio | 7.73 | 8.31 | 93% |
Annual Report Gross Expense Ratio | 7.73 | 8.31 | 93% |
Fund Existence | 12 years | 6 years | - |
Gain YTD | 3.634 | 3.726 | 98% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 1000 | 100,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 299M | 299M | 100% |
Annual Yield % from dividends | 4.86 | 5.46 | 89% |
Returns for 1 year | 16.10 | 16.05 | 100% |
Returns for 3 years | 94.14 | 91.35 | 103% |
Returns for 5 years | 370.12 | 355.79 | 104% |
Returns for 10 years | 69.22 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
MLVRX | 19.94 | 0.04 | +0.20% |
MFS Low Volatility Equity R4 | |||
SNPTX | 20.40 | -0.10 | -0.49% |
DWS Equity Sector Strategy Institutional | |||
RSEAX | 17.94 | -0.09 | -0.50% |
Russell Inv US Strategic Equity A | |||
SMEAX | 15.62 | -0.13 | -0.83% |
Invesco Small Cap Equity A | |||
RNNEX | 66.44 | -0.57 | -0.85% |
American Funds New Economy R2E |