SGGDX | UIPMX | SGGDX / UIPMX | |
Total Expense Ratio | 1.16 | 1.01 | 115% |
Annual Report Gross Expense Ratio | 1.16 | 1.10 | 105% |
Fund Existence | 32 years | 17 years | - |
Gain YTD | 76.482 | 96.731 | 79% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.42B | 928M | 476% |
Annual Yield % from dividends | 3.12 | 0.00 | - |
Returns for 1 year | 67.41 | 82.26 | 82% |
Returns for 3 years | 151.49 | 189.40 | 80% |
Returns for 5 years | 73.22 | 67.33 | 109% |
Returns for 10 years | 318.14 | 359.87 | 88% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CCTRX | 13.65 | 0.07 | +0.52% |
Columbia Sm Cp Val and Inflection R | |||
CGVIX | 15.18 | 0.07 | +0.46% |
Causeway Global Value Inst | |||
QKACX | 51.35 | -0.01 | -0.02% |
Federated Hermes MDT All Cap Core R6 | |||
PRFDX | 37.46 | -0.19 | -0.50% |
T. Rowe Price Equity Income | |||
MLPMX | 4.78 | -0.06 | -1.24% |
Invesco SteelPath MLP Alpha Plus C |