FINVX | SVXFX | FINVX / SVXFX | |
Total Expense Ratio | 0.01 | 1.15 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.16 | 1% |
Fund Existence | 16 years | 11 years | - |
Gain YTD | 35.990 | 29.145 | 123% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16.2B | 190M | 8,526% |
Annual Yield % from dividends | 3.50 | 2.04 | 172% |
Returns for 1 year | 23.85 | 21.77 | 110% |
Returns for 3 years | 112.04 | 82.40 | 136% |
Returns for 5 years | 129.94 | N/A | - |
Returns for 10 years | 127.62 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CRMAX | 10.62 | 0.11 | +1.05% |
CRM Small/Mid Cap Value Inv | |||
SAGYX | 151.86 | 0.97 | +0.64% |
ClearBridge Growth I | |||
SMLPX | 10.66 | 0.06 | +0.57% |
Westwood Salient MLP & Engy Infras Inst | |||
RNPGX | 73.25 | 0.38 | +0.52% |
American Funds New Perspective R6 | |||
PIUIX | 26.29 | 0.11 | +0.42% |
Federated Hermes International Equity IS |