SHEAX | WCMFX | SHEAX / WCMFX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 3 years | 5 years | - |
Gain YTD | 4.085 | 19.951 | 20% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 100000 | 3% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 42.2M | 79.2M | 53% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | 13.34 | 36.97 | 36% |
Returns for 3 years | -21.44 | 14.43 | -149% |
Returns for 5 years | N/A | 43.26 | - |
Returns for 10 years | N/A | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
FSMRX | 33.99 | -0.08 | -0.23% |
Franklin Small-Mid Cap Growth R | |||
CLBEX | 36.57 | -0.22 | -0.60% |
American Funds American Balanced 529E | |||
ABFAX | 13.04 | -0.10 | -0.76% |
American Beacon Balanced A | |||
TWEBX | 19.29 | -0.30 | -1.53% |
Tweedy, Browne Value | |||
FSHCX | 127.35 | -2.45 | -1.89% |
Fidelity Select Health Care Svcs Port |