FSTCX | FTUAX | FSTCX / FTUAX | |
Total Expense Ratio | 0.75 | 1.05 | 71% |
Annual Report Gross Expense Ratio | 0.75 | 1.05 | 71% |
Fund Existence | 40 years | 19 years | - |
Gain YTD | 14.640 | 14.466 | 101% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | 500 | 500 | 100% |
Net Assets | 271M | 271M | 100% |
Annual Yield % from dividends | 1.95 | 1.72 | 114% |
Returns for 1 year | 35.93 | 35.54 | 101% |
Returns for 3 years | 26.21 | 25.09 | 104% |
Returns for 5 years | 7.74 | 5.97 | 130% |
Returns for 10 years | 12.16 | 10.02 | 121% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
LGSCX | 12.98 | 0.16 | +1.25% |
Franklin U.S. Small Cap Equity FI | |||
CIPMX | 23.84 | 0.29 | +1.23% |
Champlain Mid Cap Adv | |||
LVOSX | 18.58 | 0.13 | +0.70% |
Lord Abbett Value Opportunities R4 | |||
CVFCX | 16.00 | 0.07 | +0.44% |
Victory Pioneer Disciplined Value A | |||
CAIFX | 76.91 | 0.26 | +0.34% |
American Funds Capital Income Bldr F2 |