SDGFX | TWARX | SDGFX / TWARX | |
Total Expense Ratio | 0.32 | 1.04 | 31% |
Annual Report Gross Expense Ratio | 0.32 | 1.04 | 31% |
Fund Existence | 11 years | 16 years | - |
Gain YTD | 3.950 | 3.458 | 114% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 2500 | 4,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 593M | 200M | 297% |
Annual Yield % from dividends | 3.42 | 3.30 | 104% |
Returns for 1 year | 4.74 | 3.49 | 136% |
Returns for 3 years | 13.11 | 9.17 | 143% |
Returns for 5 years | 8.28 | 3.68 | 225% |
Returns for 10 years | 19.17 | 9.03 | 212% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
MOWIX | 20.99 | 0.26 | +1.25% |
Moerus Worldwide Value Institutional | |||
NREEX | 13.93 | 0.15 | +1.09% |
Neuberger Berman Real Estate E | |||
BMSVX | 15.53 | 0.05 | +0.32% |
MFS Blended Research Mid Cap Eq R4 | |||
WFICX | 15.81 | -0.04 | -0.25% |
North Star Small Cap Value Institutional | |||
MFRJX | 63.09 | -0.21 | -0.33% |
MFS Research R4 |