RMQHX | UTPSX | RMQHX / UTPSX | |
Total Expense Ratio | 1.43 | 2.78 | 51% |
Annual Report Gross Expense Ratio | 1.95 | 2.84 | 69% |
Fund Existence | 10 years | 25 years | - |
Gain YTD | -13.138 | 8.420 | -156% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 15000 | 17% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 688M | 13.9M | 4,950% |
Annual Yield % from dividends | 0.28 | 0.00 | - |
Returns for 1 year | -9.17 | 20.13 | -46% |
Returns for 3 years | 59.50 | 12.88 | 462% |
Returns for 5 years | 131.58 | 62.04 | 212% |
Returns for 10 years | 751.70 | 132.51 | 567% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
ANFFX | 59.87 | 0.42 | +0.71% |
American Funds New Economy F1 | |||
RSESX | 15.81 | 0.11 | +0.70% |
Russell Inv US Strategic Equity S | |||
FIMVX | 26.27 | N/A | N/A |
Fidelity Mid Cap Value Index | |||
LSCRX | 19.84 | N/A | N/A |
Loomis Sayles Small Cap Value Retail | |||
SNPTX | 17.80 | N/A | N/A |
DWS Equity Sector Strategy Institutional |