BIRDX | SWASX | BIRDX / SWASX | |
Total Expense Ratio | 0.22 | 0.72 | 31% |
Annual Report Gross Expense Ratio | 0.22 | 0.72 | 31% |
Fund Existence | 10 years | 18 years | - |
Gain YTD | 7.769 | 8.122 | 96% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 242M | 287M | 84% |
Annual Yield % from dividends | 2.69 | 3.30 | 81% |
Returns for 1 year | -7.89 | 9.46 | -83% |
Returns for 3 years | -6.95 | 8.74 | -80% |
Returns for 5 years | 12.58 | 23.52 | 53% |
Returns for 10 years | N/A | 33.48 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
TSQIX | 13.29 | 0.09 | +0.68% |
AMG TimesSquare Small Cap Growth I | |||
GCTCX | 45.13 | 0.18 | +0.40% |
Goldman Sachs US Tax-Managed Eq C | |||
VYCGX | 26.72 | 0.05 | +0.19% |
Voya Corporate Leaders 100 R6 | |||
CWIEX | 72.06 | 0.04 | +0.06% |
American Funds Capital World Gr&Inc 529E | |||
AEDRX | 36.09 | -0.03 | -0.08% |
Invesco EQV European Equity R |