| TRZPX | UEPSX | TRZPX / UEPSX | |
| Total Expense Ratio | 0.00 | 2.78 | - |
| Annual Report Gross Expense Ratio | 0.84 | 3.53 | 24% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 8.666 | 18.815 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 9.18M | 9,699% |
| Annual Yield % from dividends | 2.62 | 0.76 | 346% |
| Returns for 1 year | 6.90 | 37.09 | 19% |
| Returns for 3 years | 21.28 | 68.22 | 31% |
| Returns for 5 years | 9.46 | 70.40 | 13% |
| Returns for 10 years | N/A | 131.34 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AWSRX | 18.00 | 0.10 | +0.56% |
| Invesco Global Core Equity R | |||
| CSXCX | 56.40 | 0.31 | +0.55% |
| Calvert US Large Cap Core Rspnb Idx C | |||
| IVRIX | 32.63 | -0.21 | -0.64% |
| VY® Columbia Real Estate I | |||
| VRTGX | 515.99 | -3.55 | -0.68% |
| Vanguard Russell 2000 Growth Index I | |||
| SHPAX | 22.87 | -0.25 | -1.08% |
| Saratoga Health & Biotechnology A | |||