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 | 25.120 | 28.473 | 88% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.27B | 35.8M | 3,547% |
Annual Yield % from dividends | 0.37 | 0.00 | - |
Returns for 1 year | 33.86 | 19.04 | 178% |
Returns for 3 years | 245.27 | 59.85 | 410% |
Returns for 5 years | 103.76 | 62.49 | 166% |
Returns for 10 years | 853.69 | 173.82 | 491% |