BIRDX | JERIX | BIRDX / JERIX | |
Total Expense Ratio | 0.22 | 0.73 | 30% |
Annual Report Gross Expense Ratio | 0.22 | 0.73 | 30% |
Fund Existence | 10 years | 18 years | - |
Gain YTD | 7.384 | 7.710 | 96% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000000 | 2500 | 80,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 247M | 296M | 83% |
Annual Yield % from dividends | 2.64 | 2.82 | 94% |
Returns for 1 year | -12.07 | 3.70 | -326% |
Returns for 3 years | -12.64 | -0.93 | 1,359% |
Returns for 5 years | 7.40 | 10.47 | 71% |
Returns for 10 years | 15.63 | 44.72 | 35% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
FBBAX | 28.07 | 0.05 | +0.18% |
First Foundation Total Return A | |||
SMDLX | 23.16 | -0.04 | -0.17% |
ClearBridge Tactical Dividend Income C | |||
FOCKX | 24.51 | -0.06 | -0.24% |
Fidelity OTC K | |||
RSESX | 17.93 | -0.05 | -0.28% |
Russell Inv US Strategic Equity S | |||
VSVIX | 30.89 | -0.28 | -0.90% |
Victory Integrity Small-Cap Value Y |