| FIJGX | FTUIX | FIJGX / FTUIX | |
| Total Expense Ratio | 0.64 | 0.75 | 85% |
| Annual Report Gross Expense Ratio | 0.64 | 0.75 | 85% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 12.061 | 11.931 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 218M | 218M | 100% |
| Annual Yield % from dividends | 2.78 | 2.68 | 104% |
| Returns for 1 year | 11.15 | 11.03 | 101% |
| Returns for 3 years | 45.12 | 44.65 | 101% |
| Returns for 5 years | -1.02 | -1.53 | 66% |
| Returns for 10 years | N/A | 10.34 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MDISX | 32.25 | 0.07 | +0.22% |
| Franklin Mutual Global Discovery Z | |||
| NMUEX | 11.79 | 0.01 | +0.08% |
| Neuberger Multi-Cap Opportunities E | |||
| FBKFX | 17.47 | N/A | N/A |
| Fidelity Balanced K6 | |||
| USMIX | 21.73 | -0.06 | -0.28% |
| Victory Extended Market Index | |||
| PBSRX | 16.98 | -0.13 | -0.76% |
| Polen US Small Company Growth Investor | |||