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 | 10.285 | 10.572 | 97% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.21B | 10M | 12,110% |
Annual Yield % from dividends | 0.38 | 0.00 | - |
Returns for 1 year | 13.46 | 27.31 | 49% |
Returns for 3 years | 167.73 | 14.46 | 1,160% |
Returns for 5 years | 125.24 | 58.37 | 215% |
Returns for 10 years | 709.51 | 148.20 | 479% |