AGTHX | WPSIX | AGTHX / WPSIX | |
Total Expense Ratio | 0.61 | 0.81 | 75% |
Annual Report Gross Expense Ratio | 0.61 | 0.81 | 75% |
Fund Existence | 52 years | 11 years | - |
Gain YTD | 5.063 | 2.497 | 203% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 250 | 2000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 306B | 725M | 42,207% |
Annual Yield % from dividends | 0.37 | 0.11 | 345% |
Returns for 1 year | 7.34 | -3.54 | -207% |
Returns for 3 years | 53.73 | 24.50 | 219% |
Returns for 5 years | 49.63 | 28.93 | 172% |
Returns for 10 years | 73.94 | 88.42 | 84% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
PPAJX | 21.60 | -0.23 | -1.05% |
GMO U.S. Opportunistic Value R6 | |||
RFNAX | 83.72 | -0.94 | -1.11% |
American Funds Fundamental Invs R1 | |||
JDWRX | 117.26 | -1.53 | -1.29% |
Janus Henderson Global Research R | |||
SSCOX | 5.67 | -0.11 | -1.90% |
Touchstone Small Company C | |||
JSMTX | 17.16 | -0.38 | -2.17% |
Jackson Square SMID-Cap Growth Instl |