DAMDX | MERFX | DAMDX / MERFX | |
Total Expense Ratio | 2.63 | 1.56 | 169% |
Annual Report Gross Expense Ratio | 2.63 | 1.67 | 157% |
Fund Existence | 17 years | 37 years | - |
Gain YTD | 4.721 | 5.718 | 83% |
Front Load | 6% | 6% | 105% |
Min. Initial Investment | 5000 | 2500 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 247M | 2.39B | 10% |
Annual Yield % from dividends | 8.25 | 1.67 | 495% |
Returns for 1 year | 8.12 | 5.66 | 143% |
Returns for 3 years | 14.02 | 10.66 | 132% |
Returns for 5 years | 7.30 | 10.61 | 69% |
Returns for 10 years | -7.05 | 25.19 | -28% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
IYSYX | 18.83 | 0.09 | +0.48% |
Macquarie Smid Cap Core Fund Class Y | |||
JLCAX | 21.59 | 0.07 | +0.33% |
JPMorgan US Large Cap Core Plus A | |||
VWIAX | 62.70 | 0.15 | +0.24% |
Vanguard Wellesley® Income Admiral™ | |||
USBNX | 27.90 | 0.06 | +0.22% |
Pear Tree Polaris Small Cap Ord | |||
MTISX | 21.83 | 0.04 | +0.18% |
NYLI Income Builder SIMPLE Class |