SHDPX | WCMJX | SHDPX / WCMJX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 7 years | 5 years | - |
Gain YTD | -0.278 | 13.411 | -2% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 42.9M | 77.1M | 56% |
Annual Yield % from dividends | 0.09 | 0.00 | - |
Returns for 1 year | 0.75 | 22.21 | 3% |
Returns for 3 years | -14.87 | 19.44 | -76% |
Returns for 5 years | 15.18 | N/A | - |
Returns for 10 years | N/A | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
DMCVX | 32.99 | N/A | N/A |
BNY Mellon Opportunistic Midcap Value A | |||
PSTWX | 12.22 | N/A | N/A |
Principal SmallCap Value II R4 | |||
FSMRX | 30.84 | -0.02 | -0.06% |
Franklin Small-Mid Cap Growth R | |||
FBAFX | 35.72 | -0.11 | -0.31% |
American Funds American Balanced 529-F-2 | |||
MBBIX | 12.75 | -0.05 | -0.39% |
MassMutual Balanced I |