UPUPX | VITAX | UPUPX / VITAX | |
Total Expense Ratio | 1.94 | 0.09 | 2,156% |
Annual Report Gross Expense Ratio | 1.94 | 0.09 | 2,156% |
Fund Existence | 26 years | 21 years | - |
Gain YTD | 0.650 | 0.305 | 213% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 100000 | 2% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 20.9M | 99.7B | 0% |
Annual Yield % from dividends | 0.00 | 0.52 | - |
Returns for 1 year | 12.45 | 8.12 | 153% |
Returns for 3 years | 19.63 | 93.14 | 21% |
Returns for 5 years | 127.69 | 136.11 | 94% |
Returns for 10 years | -21.68 | 471.02 | -5% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
TQSAX | 22.70 | N/A | N/A |
T. Rowe Price Integrated US SMCC Eq Adv | |||
TWQIX | 15.20 | -0.12 | -0.78% |
Transamerica Large Cap Value I | |||
SNIGX | 76.04 | -1.05 | -1.36% |
Sit Large Cap Growth | |||
MECIX | 52.33 | -0.73 | -1.38% |
AMG GW&K International Small Cap I | |||
PRVIX | 50.26 | -0.90 | -1.76% |
T. Rowe Price Small-Cap Value I |