UMPSX | UOPIX | UMPSX / UOPIX | |
Total Expense Ratio | 2.60 | 1.53 | 170% |
Annual Report Gross Expense Ratio | 2.60 | 1.53 | 170% |
Fund Existence | 26 years | 28 years | - |
Gain YTD | 3.455 | 26.532 | 13% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 33.7M | 1.28B | 3% |
Annual Yield % from dividends | 0.14 | 0.37 | 38% |
Returns for 1 year | 2.89 | 39.49 | 7% |
Returns for 3 years | 62.85 | 249.17 | 25% |
Returns for 5 years | 77.92 | 112.29 | 69% |
Returns for 10 years | 122.50 | 864.45 | 14% |