CSVFX | FINVX | CSVFX / FINVX | |
Total Expense Ratio | 0.95 | 0.01 | 9,500% |
Annual Report Gross Expense Ratio | 1.05 | 0.01 | 10,500% |
Fund Existence | 25 years | 16 years | - |
Gain YTD | 18.311 | 28.356 | 65% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 577M | 16B | 4% |
Annual Yield % from dividends | 2.31 | 3.64 | 64% |
Returns for 1 year | 9.30 | 24.06 | 39% |
Returns for 3 years | 40.83 | 78.41 | 52% |
Returns for 5 years | 45.98 | 117.03 | 39% |
Returns for 10 years | 46.22 | 93.52 | 49% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
SHRAX | 108.62 | 1.26 | +1.17% |
ClearBridge Growth A | |||
RGAGX | 83.01 | 0.81 | +0.99% |
American Funds Growth Fund of Amer R6 | |||
NSNAX | 48.47 | 0.46 | +0.96% |
Neuberger Berman Small Cap Growth A | |||
HNDDX | 74.29 | 0.31 | +0.42% |
Horizon Equity Premium Income Investor | |||
CDHIX | 35.33 | 0.04 | +0.11% |
Calvert International Responsible Idx I |