DOXGX | FSWCX | DOXGX / FSWCX | |
Total Expense Ratio | 0.41 | 0.11 | 373% |
Annual Report Gross Expense Ratio | 0.46 | 0.11 | 418% |
Fund Existence | 3 years | 8 years | - |
Gain YTD | 8.021 | 9.298 | 86% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 117B | 5.62B | 2,081% |
Annual Yield % from dividends | 1.47 | 1.88 | 78% |
Returns for 1 year | 6.86 | 9.71 | 71% |
Returns for 3 years | 31.09 | 22.76 | 137% |
Returns for 5 years | N/A | 70.10 | - |
Returns for 10 years | N/A | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
LSCNX | 22.94 | 0.23 | +1.01% |
Loomis Sayles Small Cap Value N | |||
JVTSX | 78.20 | 0.56 | +0.72% |
Janus Henderson Venture S | |||
HFDRX | 19.13 | 0.10 | +0.53% |
Hartford Schroders US MidCap Opps R3 | |||
WDIAX | 14.12 | 0.02 | +0.14% |
Wilmington Enhanced Div Inc Strat A | |||
RGBCX | 40.15 | 0.03 | +0.07% |
American Funds Global Balanced R3 |