EKBYX | FIQWX | EKBYX / FIQWX | |
Total Expense Ratio | 0.76 | 0.56 | 136% |
Annual Report Gross Expense Ratio | 0.76 | 0.56 | 136% |
Fund Existence | 27 years | 7 years | - |
Gain YTD | 8.090 | 6.271 | 129% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.55B | 5.21B | 30% |
Annual Yield % from dividends | 0.88 | 2.51 | 35% |
Returns for 1 year | 6.47 | 9.40 | 69% |
Returns for 3 years | 35.04 | 23.00 | 152% |
Returns for 5 years | 46.17 | 39.23 | 118% |
Returns for 10 years | 59.13 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
GSXAX | 37.93 | 0.36 | +0.96% |
abrdn US Small Cap Equity A | |||
TSCSX | 31.62 | 0.26 | +0.83% |
Thrivent Small Cap Stock S | |||
SMDIX | 19.44 | 0.11 | +0.57% |
Hartford Schroders US MidCap Opps I | |||
USPFX | 32.41 | 0.18 | +0.56% |
Union Street Partners Value Advisor | |||
RGBHX | 39.82 | 0.15 | +0.38% |
American Funds Global Balanced R5E |