BIRDX | SRECX | BIRDX / SRECX | |
Total Expense Ratio | 0.20 | 2.06 | 10% |
Annual Report Gross Expense Ratio | 0.20 | 2.75 | 7% |
Fund Existence | 10 years | 11 years | - |
Gain YTD | 7.661 | 5.381 | 142% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000000 | 1000 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 240M | 192M | 125% |
Annual Yield % from dividends | 2.69 | 1.45 | 186% |
Returns for 1 year | -4.92 | 10.89 | -45% |
Returns for 3 years | -4.81 | 15.59 | -31% |
Returns for 5 years | 9.31 | 24.57 | 38% |
Returns for 10 years | N/A | 51.13 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
LCLCX | 50.17 | 0.62 | +1.25% |
ClearBridge Select C | |||
PRUFX | 112.42 | 1.27 | +1.14% |
T. Rowe Price Growth Stock I | |||
IYSYX | 18.82 | 0.12 | +0.64% |
Macquarie Smid Cap Core Fund Class Y | |||
MCVSX | 20.25 | 0.12 | +0.60% |
Victory Integrity Small-Cap Value C | |||
LBISX | 21.59 | 0.12 | +0.56% |
BrandywineGLOBAL Div US Large Value IS |