| AEPGX | APHIX | AEPGX / APHIX | |
| Total Expense Ratio | 0.83 | 0.96 | 86% |
| Annual Report Gross Expense Ratio | 0.83 | 0.96 | 86% |
| Fund Existence | 42 years | 28 years | - |
| Gain YTD | 22.413 | 32.326 | 69% |
| Front Load | 6% | 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 | 0.64 | 0.76 | 85% |
| Returns for 1 year | 12.70 | 17.33 | 73% |
| Returns for 3 years | 30.99 | 48.21 | 64% |
| Returns for 5 years | 2.80 | 10.97 | 26% |
| Returns for 10 years | 43.83 | 35.56 | 123% |
| 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 | |||