ACAYX | RGACX | ACAYX / RGACX | |
Total Expense Ratio | 0.86 | 0.94 | 91% |
Annual Report Gross Expense Ratio | 0.93 | 0.94 | 99% |
Fund Existence | 9 years | 23 years | - |
Gain YTD | 31.245 | 17.655 | 177% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 500000 | 250 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 3.2B | 336B | 1% |
Annual Yield % from dividends | 0.00 | 0.07 | - |
Returns for 1 year | 27.50 | 11.01 | 250% |
Returns for 3 years | 119.28 | 70.57 | 169% |
Returns for 5 years | 29.81 | 37.85 | 79% |
Returns for 10 years | N/A | 96.78 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
MWMZX | 34.48 | 0.22 | +0.64% |
VanEck Morningstar Wide Moat Z | |||
USRAX | 34.09 | 0.16 | +0.47% |
Horizon Multi-Factor U.S. Equity Inv | |||
WBAIX | 17.15 | 0.05 | +0.29% |
Weitz Conservative Allocation-Instl Cl | |||
FTAAX | 12.76 | N/A | N/A |
Fidelity Advisor Asset Manager 30% A | |||
TQAIX | 47.55 | -0.05 | -0.11% |
T. Rowe Price Integrated US Sm Gr Eq I |