| AGGWX | OPGSX | AGGWX / OPGSX | |
| Total Expense Ratio | 1.16 | 1.05 | 110% |
| Annual Report Gross Expense Ratio | 1.16 | 1.05 | 110% |
| Fund Existence | 18 years | 42 years | - |
| Gain YTD | 128.661 | 107.947 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 3.92B | 42% |
| Annual Yield % from dividends | 0.59 | 0.45 | 133% |
| Returns for 1 year | 120.38 | 101.53 | 119% |
| Returns for 3 years | 190.09 | 156.84 | 121% |
| Returns for 5 years | 111.29 | 100.45 | 111% |
| Returns for 10 years | 461.63 | 505.79 | 91% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ISMSX | 9.59 | -0.06 | -0.62% |
| VY® American Century Sm-Mid Cp Val S2 | |||
| VTMFX | 49.01 | -0.42 | -0.85% |
| Vanguard Tax-Managed Balanced Adm | |||
| COHOX | 13.07 | -0.12 | -0.91% |
| Coho Relative Value Equity | |||
| MGLRX | 16.56 | -0.16 | -0.96% |
| MFS Global Real Estate R6 | |||
| CGJIX | 76.98 | -1.45 | -1.85% |
| Calvert US Large Cap Growth Rspnb Idx I | |||