CSRIX | IRSRX | CSRIX / IRSRX | |
Total Expense Ratio | 0.75 | 1.45 | 52% |
Annual Report Gross Expense Ratio | 0.76 | 1.65 | 46% |
Fund Existence | 26 years | 20 years | - |
Gain YTD | 5.056 | 5.691 | 89% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.93B | 88.1M | 9,003% |
Annual Yield % from dividends | 3.01 | 1.37 | 221% |
Returns for 1 year | -3.00 | -10.25 | 29% |
Returns for 3 years | 29.31 | -19.06 | -154% |
Returns for 5 years | 43.16 | -19.59 | -220% |
Returns for 10 years | 48.85 | -34.32 | -142% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
PMDHX | 19.84 | 0.21 | +1.07% |
Principal Small-MidCap Dividend Inc R6 | |||
LHCQX | 19.08 | 0.17 | +0.90% |
Lord Abbett Health Care R3 | |||
WPVLX | 33.37 | 0.28 | +0.85% |
Weitz Multi Cap Equity-Investor Cl | |||
GSZPX | 31.19 | 0.26 | +0.84% |
Goldman Sachs Small Cap Gr Insghts P | |||
JBATX | 31.38 | 0.11 | +0.35% |
JHancock Balanced R2 |