UOPIX | UTPSX | UOPIX / UTPSX | |
Total Expense Ratio | 1.53 | 2.78 | 55% |
Annual Report Gross Expense Ratio | 1.53 | 2.84 | 54% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | 24.463 | 31.249 | 78% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.25B | 35.8M | 3,503% |
Annual Yield % from dividends | 0.37 | 0.00 | - |
Returns for 1 year | 30.64 | 16.37 | 187% |
Returns for 3 years | 229.24 | 64.87 | 353% |
Returns for 5 years | 105.30 | 65.29 | 161% |
Returns for 10 years | 748.94 | 173.19 | 432% |