PALPX | PASCX | PALPX / PASCX | |
Total Expense Ratio | 1.97 | 3.06 | 64% |
Annual Report Gross Expense Ratio | 2.04 | 3.15 | 65% |
Fund Existence | 17 years | 22 years | - |
Gain YTD | 8.506 | 7.796 | 109% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 1000 | 100,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 10.9B | 10.9B | 100% |
Annual Yield % from dividends | 6.10 | 5.07 | 120% |
Returns for 1 year | 8.16 | 6.96 | 117% |
Returns for 3 years | 16.69 | 12.87 | 130% |
Returns for 5 years | 37.86 | 30.44 | 124% |
Returns for 10 years | 75.74 | 57.32 | 132% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
VVILX | 30.34 | 0.28 | +0.93% |
Vulcan Value Partners Institutional | |||
SMMIX | 32.60 | -0.05 | -0.15% |
Invesco Summit P | |||
CSPAX | 72.64 | -0.18 | -0.25% |
American Funds SMALLCAP World 529A | |||
SPMIX | 25.89 | -0.15 | -0.58% |
Shelton S&P Midcap Index Investor | |||
LYRBX | 29.05 | -0.17 | -0.58% |
Lyrical US Value Equity Investor |