| PHLOX | RIDBX | PHLOX / RIDBX | |
| Total Expense Ratio | 1.45 | 1.35 | 107% |
| Annual Report Gross Expense Ratio | 1.45 | 1.35 | 107% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 7.881 | 9.808 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 148B | 0% |
| Annual Yield % from dividends | 0.81 | 2.75 | 30% |
| Returns for 1 year | 24.55 | 8.30 | 296% |
| Returns for 3 years | 49.96 | 38.30 | 130% |
| Returns for 5 years | 32.55 | 22.95 | 142% |
| Returns for 10 years | N/A | 51.89 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PAGYX | 24.59 | 0.06 | +0.24% |
| Franklin Dynamic Asset Allocation Gr Y | |||
| WOGSX | 175.18 | 0.40 | +0.23% |
| White Oak Select Growth | |||
| ACEVX | 12.99 | N/A | N/A |
| American Century International Val Inv | |||
| GGIAX | 14.12 | -0.05 | -0.35% |
| Goldman Sachs Global Infras A | |||
| NWFFX | 105.67 | -0.82 | -0.77% |
| American Funds New World F-1 | |||