RYCFX | SHSAX | RYCFX / SHSAX | |
Total Expense Ratio | 2.40 | 1.09 | 220% |
Annual Report Gross Expense Ratio | 2.43 | 1.09 | 223% |
Fund Existence | 24 years | 25 years | - |
Gain YTD | -0.714 | -1.986 | 36% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 84.5M | 6.5B | 1% |
Annual Yield % from dividends | 0.00 | 0.23 | - |
Returns for 1 year | -20.99 | -14.06 | 149% |
Returns for 3 years | -12.61 | -8.61 | 146% |
Returns for 5 years | -42.00 | -8.40 | 500% |
Returns for 10 years | -52.36 | 12.20 | -429% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
WAMVX | 4.07 | 0.05 | +1.24% |
Wasatch Micro Cap Value | |||
NEXIX | 32.41 | 0.37 | +1.15% |
Shelton Sustainable Equity Institutional | |||
CUSUX | 17.92 | 0.20 | +1.13% |
Six Circles U.S. Unconstrained Equity | |||
NBHEX | 14.57 | 0.07 | +0.48% |
Neuberger Berman Equity Income E | |||
GAOCX | 20.43 | 0.07 | +0.34% |
JPMorgan Global Allocation C |