CIRRX | FSERX | CIRRX / FSERX | |
Total Expense Ratio | 1.25 | 0.64 | 195% |
Annual Report Gross Expense Ratio | 1.25 | 0.72 | 174% |
Fund Existence | 11 years | 12 years | - |
Gain YTD | 4.877 | 3.420 | 143% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 8.03B | 253M | 3,173% |
Annual Yield % from dividends | 2.15 | 2.12 | 101% |
Returns for 1 year | 11.12 | 2.70 | 411% |
Returns for 3 years | 11.19 | -5.52 | -203% |
Returns for 5 years | 35.20 | 3.52 | 1,001% |
Returns for 10 years | 64.53 | 1.54 | 4,189% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
IRTCX | 27.57 | 0.17 | +0.62% |
Invesco Dividend Income R | |||
SFCWX | 74.91 | 0.44 | +0.59% |
American Funds SMALLCAP World F3 | |||
EPLCX | 22.79 | 0.12 | +0.53% |
NYLI Epoch U.S. Equity Yield Class I | |||
FHESX | 13.93 | 0.05 | +0.36% |
Federated Hermes SDG Engagement Eq IS | |||
ETCMX | 14.62 | 0.03 | +0.21% |
Eventide Balanced Fund Class C |