| AEPCX | APHIX | AEPCX / APHIX | |
| Total Expense Ratio | 1.57 | 0.96 | 164% |
| Annual Report Gross Expense Ratio | 1.57 | 0.96 | 164% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 21.424 | 32.326 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 6.14B | 2,183% |
| Annual Yield % from dividends | 0.15 | 0.76 | 20% |
| Returns for 1 year | 11.59 | 17.33 | 67% |
| Returns for 3 years | 28.33 | 48.21 | 59% |
| Returns for 5 years | -0.88 | 10.97 | -8% |
| Returns for 10 years | 37.87 | 35.56 | 106% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TRSZX | 23.75 | 0.21 | +0.89% |
| T. Rowe Price Mid-Cap Index Z | |||
| ABPZX | 13.04 | 0.06 | +0.46% |
| AB Sustainable Thematic Balanced Port Z | |||
| BIRKX | 24.39 | 0.09 | +0.37% |
| BlackRock Sust Awr Advtg Lg Cp Cr K | |||
| SEHAX | 16.68 | 0.03 | +0.18% |
| SEI US Equity Factor Allocation A (SIIT) | |||
| JARTX | 58.13 | 0.01 | +0.02% |
| Janus Henderson Forty S | |||