| UOPSX | UUPSX | UOPSX / UUPSX | |
| Total Expense Ratio | 2.45 | 2.78 | 88% |
| Annual Report Gross Expense Ratio | 2.45 | 2.93 | 84% |
| Fund Existence | 29 years | 20 years | - |
| Gain YTD | 17.844 | 1.688 | 1,057% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 11.6M | 11,233% |
| Annual Yield % from dividends | 0.00 | 2.39 | - |
| Returns for 1 year | 4.58 | 26.93 | 17% |
| Returns for 3 years | 81.80 | 75.39 | 109% |
| Returns for 5 years | 21.70 | 3.01 | 721% |
| Returns for 10 years | 541.96 | 102.49 | 529% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NEFFX | 84.45 | 0.98 | +1.17% |
| American Funds New Economy F-2 | |||
| BGAIX | 56.03 | 0.27 | +0.48% |
| Baron Global Opportunity Institutional | |||
| BIAYX | 12.40 | -0.05 | -0.40% |
| Brown Advisory Sustainable Sml-Cp Cr Inv | |||
| BIREX | 17.13 | -0.09 | -0.52% |
| BlackRock Real Estate Securities Instl | |||
| FSUTX | 132.69 | -0.72 | -0.54% |
| Fidelity Select Utilities | |||