| UOPIX | UUPIX | UOPIX / UUPIX | |
| Total Expense Ratio | 1.45 | 1.78 | 81% |
| Annual Report Gross Expense Ratio | 1.45 | 1.93 | 75% |
| Fund Existence | 29 years | 20 years | - |
| Gain YTD | 29.402 | 2.658 | 1,106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 9.31M | 15,433% |
| Annual Yield % from dividends | 0.31 | 2.49 | 13% |
| Returns for 1 year | 21.30 | 25.36 | 84% |
| Returns for 3 years | 134.69 | 96.76 | 139% |
| Returns for 5 years | 54.17 | 16.15 | 335% |
| Returns for 10 years | 831.60 | 105.70 | 787% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RNWFX | 109.22 | -0.30 | -0.27% |
| American Funds New World R-5 | |||
| PAGYX | 24.57 | -0.10 | -0.41% |
| Franklin Dynamic Asset Allocation Gr Y | |||
| EGOCX | 21.52 | -0.15 | -0.69% |
| Allspring Large Cap Core C | |||
| CMJAX | 52.06 | -0.43 | -0.82% |
| Calvert US Mid Cap Core Rspnb Idx A | |||
| AZBIX | 29.70 | -0.40 | -1.33% |
| Virtus Small-Cap Institutional | |||