UOPSX | UUPSX | UOPSX / UUPSX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 27 years | 19 years | - |
Gain YTD | 38.248 | 11.144 | 343% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.04B | 6.64M | 15,713% |
Annual Yield % from dividends | 0.00 | 0.84 | - |
Returns for 1 year | 51.58 | 23.73 | 217% |
Returns for 3 years | -3.70 | -25.14 | 15% |
Returns for 5 years | 123.42 | -11.94 | -1,034% |
Returns for 10 years | 505.30 | -21.05 | -2,401% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
WBCRX | 17.83 | 0.32 | +1.83% |
William Blair Small-Mid Cap Core R6 | |||
LSVMX | 12.37 | 0.16 | +1.31% |
LSV US Managed Volatility Institutional | |||
FBRNX | 86.09 | 0.67 | +0.78% |
Fidelity Advisor Stock Sel All Cp I | |||
PSGQX | 29.84 | 0.06 | +0.20% |
PGIM Jennison Focused Growth R6 | |||
BTBFX | 66.03 | N/A | N/A |
Boston Trust Asset Management |