BIRDX | JERAX | BIRDX / JERAX | |
Total Expense Ratio | 0.22 | 0.99 | 22% |
Annual Report Gross Expense Ratio | 0.22 | 0.99 | 22% |
Fund Existence | 10 years | 18 years | - |
Gain YTD | 10.082 | 8.441 | 119% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 2000000 | 2500 | 80,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 262M | 306M | 86% |
Annual Yield % from dividends | 2.54 | 2.48 | 102% |
Returns for 1 year | -15.87 | -2.19 | 724% |
Returns for 3 years | 12.78 | 24.43 | 52% |
Returns for 5 years | 13.53 | 13.36 | 101% |
Returns for 10 years | 27.23 | 55.13 | 49% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
TGDVX | 17.61 | 0.18 | +1.03% |
TCW Relative Value Large Cap N | |||
MRLIX | 19.92 | 0.19 | +0.96% |
AMG Renaissance Large Cap Growth Z | |||
CWMAX | 66.58 | 0.42 | +0.63% |
American Funds Washington Mutual 529A | |||
TAISX | 13.80 | 0.03 | +0.22% |
Nuveen Quant Intl Small Cap Eq I | |||
FIKNX | 20.07 | N/A | N/A |
Fidelity Advisor Small Cap Value Z |