SHDIX | WCMFX | SHDIX / WCMFX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 7 years | 5 years | - |
Gain YTD | -0.090 | 13.573 | -1% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250000 | 100000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 42.9M | 77.1M | 56% |
Annual Yield % from dividends | 0.08 | 0.00 | - |
Returns for 1 year | 1.18 | 22.49 | 5% |
Returns for 3 years | -13.79 | 20.36 | -68% |
Returns for 5 years | 17.47 | N/A | - |
Returns for 10 years | N/A | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
PSMVX | 12.79 | N/A | N/A |
Principal SmallCap Value II R6 | |||
DVLIX | 32.81 | -0.01 | -0.03% |
BNY Mellon Opportunistic Midcap Value I | |||
FSGAX | 43.87 | -0.02 | -0.05% |
Franklin Small-Mid Cap Growth Adv | |||
FBONX | 35.72 | -0.10 | -0.28% |
American Funds American Balanced 529-F-3 | |||
MBBRX | 12.09 | -0.05 | -0.41% |
MassMutual Balanced R4 |