| FINVX | PJRCX | FINVX / PJRCX | |
| Total Expense Ratio | 0.01 | 2.70 | 0% |
| Annual Report Gross Expense Ratio | 0.01 | 3.56 | 0% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 5.962 | 7.675 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 388M | 4,433% |
| Annual Yield % from dividends | 4.15 | 0.72 | 575% |
| Returns for 1 year | 39.30 | 33.72 | 117% |
| Returns for 3 years | 73.89 | 64.01 | 115% |
| Returns for 5 years | 98.75 | 33.59 | 294% |
| Returns for 10 years | 149.29 | 95.50 | 156% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MLOCX | 10.99 | 0.28 | +2.61% |
| Cohen & Steers Future of Energy C | |||
| SMCWX | 76.78 | 0.43 | +0.56% |
| American Funds SMALLCAP World A | |||
| CIOIX | 20.74 | 0.05 | +0.24% |
| Causeway International Opps Inst | |||
| JACFX | 17.56 | -0.26 | -1.46% |
| JHancock Mid Cap Growth NAV | |||
| APDYX | 21.82 | -0.65 | -2.89% |
| Artisan Developing World Advisor | |||