CWIAX | LGCYX | CWIAX / LGCYX | |
Total Expense Ratio | 0.78 | 0.65 | 120% |
Annual Report Gross Expense Ratio | 0.78 | 1.47 | 53% |
Fund Existence | 23 years | 9 years | - |
Gain YTD | 15.007 | 15.195 | 99% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 250 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 137B | 235M | 58,298% |
Annual Yield % from dividends | 1.46 | 0.57 | 255% |
Returns for 1 year | 13.76 | 20.70 | 66% |
Returns for 3 years | 52.42 | 66.88 | 78% |
Returns for 5 years | 55.06 | 62.75 | 88% |
Returns for 10 years | 84.54 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
PMAQX | 48.54 | 0.35 | +0.73% |
Principal MidCap R6 | |||
MALRX | 22.78 | 0.09 | +0.40% |
BlackRock Advantage Large Cap Core Instl | |||
SMEIX | 18.78 | 0.05 | +0.27% |
Invesco Small Cap Equity R5 | |||
SCIZX | 7.84 | 0.01 | +0.13% |
Virtus SGA International Growth R6 | |||
TNVDX | 10.59 | N/A | -0.03% |
1290 Loomis Sayles Multi-Asset Income I |