BFGUX | PEMGX | BFGUX / PEMGX | |
Total Expense Ratio | 1.05 | 0.91 | 115% |
Annual Report Gross Expense Ratio | 1.05 | 0.91 | 115% |
Fund Existence | 9 years | 20 years | - |
Gain YTD | 7.495 | 8.564 | 88% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 5000000 | 1000 | 500,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.56B | 33.2B | 8% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | 34.10 | 13.43 | 254% |
Returns for 3 years | 48.38 | 48.78 | 99% |
Returns for 5 years | 96.49 | 55.06 | 175% |
Returns for 10 years | N/A | 103.87 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
SWSCX | 19.57 | 0.16 | +0.82% |
Schwab Small-Cap Equity | |||
RTOUX | 41.68 | 0.34 | +0.82% |
Russell Inv Tax-Managed US Mid&Sm Cap M | |||
SCECX | 13.00 | 0.10 | +0.78% |
Steward Values Enhanced SmMidCapI | |||
TRPSX | 29.26 | 0.13 | +0.45% |
Nuveen Large Cap Responsible Eq Prem | |||
EFCIX | 24.78 | 0.03 | +0.12% |
Emerald Insights Institutional |