| FINVX | FIQKX | FINVX / FIQKX | |
| Total Expense Ratio | 0.01 | 0.73 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.73 | 1% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 5.962 | 5.878 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 3.9B | 441% |
| Annual Yield % from dividends | 4.15 | 2.33 | 178% |
| Returns for 1 year | 39.30 | 46.33 | 85% |
| Returns for 3 years | 73.89 | 79.43 | 93% |
| Returns for 5 years | 98.75 | 101.20 | 98% |
| Returns for 10 years | 149.29 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SBPLX | 29.55 | 0.14 | +0.48% |
| ClearBridge Dividend Strategy C | |||
| FREGX | 15.05 | 0.05 | +0.33% |
| Nuveen Real Estate Securities R6 | |||
| FSCTX | 27.37 | N/A | N/A |
| Fidelity Advisor Small Cap M | |||
| WGLSX | 12.79 | -0.15 | -1.16% |
| Wasatch Long/Short Alpha Institutional | |||
| STCZX | 17.85 | -0.37 | -2.03% |
| Virtus Silvant Large-Cap Growth Stk R6 | |||