VOLMX | VTSAX | VOLMX / VTSAX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 46 years | 24 years | - |
Gain YTD | 13.671 | 23.635 | 58% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 500 | 3000 | 17% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 41.1M | 1.84T | 0% |
Annual Yield % from dividends | 0.00 | 1.35 | - |
Returns for 1 year | 10.77 | 24.27 | 44% |
Returns for 3 years | -4.26 | 24.16 | -18% |
Returns for 5 years | 15.78 | 79.25 | 20% |
Returns for 10 years | 16.67 | 184.74 | 9% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
BMSDX | 14.03 | 0.18 | +1.30% |
MFS Blended Research Mid Cap Eq C | |||
PSVIX | 15.64 | 0.14 | +0.90% |
Virtus NFJ Small-Cap Value Inst | |||
FFACX | 15.54 | 0.09 | +0.58% |
Franklin Global Allocation C | |||
AEDFX | 11.62 | N/A | N/A |
Water Island Event-Driven Fund R | |||
RGBCX | 36.67 | -1.15 | -3.05% |
American Funds Global Balanced R3 |