| AMHIX | PATFX | AMHIX / PATFX | |
| Total Expense Ratio | 0.66 | 0.97 | 68% |
| Annual Report Gross Expense Ratio | 0.66 | 0.97 | 68% |
| Fund Existence | 31 years | 13 years | - |
| Gain YTD | 0.654 | 3.189 | 21% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 3.36B | 387% |
| Annual Yield % from dividends | 4.01 | 3.69 | 109% |
| Returns for 1 year | 0.86 | 3.60 | 24% |
| Returns for 3 years | 12.73 | 22.09 | 58% |
| Returns for 5 years | -3.24 | 9.48 | -34% |
| Returns for 10 years | 4.15 | 21.86 | 19% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OSVCX | 18.23 | 0.17 | +0.94% |
| JPMorgan Small Cap Value C | |||
| GQIRX | 53.17 | 0.45 | +0.85% |
| Goldman Sachs US Tax-Managed Eq Inv | |||
| RWBEX | 75.65 | 0.47 | +0.63% |
| American Funds Capital World Gr&Inc R2E | |||
| FEFAX | 30.51 | 0.05 | +0.16% |
| First Eagle Rising Dividend Fund A | |||
| MSAYX | 24.03 | N/A | N/A |
| Morgan Stanley Inst Asia Opp R6 | |||