SGGDX | UNWPX | SGGDX / UNWPX | |
Total Expense Ratio | 1.16 | 1.75 | 66% |
Annual Report Gross Expense Ratio | 1.16 | 2.18 | 53% |
Fund Existence | 32 years | 40 years | - |
Gain YTD | 76.482 | 71.622 | 107% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 5000 | 50% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.42B | 59.5M | 7,427% |
Annual Yield % from dividends | 3.12 | 0.00 | - |
Returns for 1 year | 67.41 | 67.11 | 100% |
Returns for 3 years | 151.49 | 47.67 | 318% |
Returns for 5 years | 73.22 | -10.57 | -693% |
Returns for 10 years | 318.14 | 107.00 | 297% |
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 |