| FTUAX | PRMTX | FTUAX / PRMTX | |
| Total Expense Ratio | 1.05 | 0.77 | 136% |
| Annual Report Gross Expense Ratio | 1.05 | 0.80 | 131% |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 12.379 | 7.990 | 155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 218M | 9.84B | 2% |
| Annual Yield % from dividends | 2.36 | 0.00 | - |
| Returns for 1 year | 7.71 | -2.24 | -344% |
| Returns for 3 years | 39.48 | 49.45 | 80% |
| Returns for 5 years | -8.69 | -11.11 | 78% |
| Returns for 10 years | 12.26 | 133.85 | 9% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HNMDX | 13.71 | 0.24 | +1.78% |
| Heartland Mid Cap Value Institutional | |||
| FBONX | 40.18 | 0.32 | +0.80% |
| American Funds American Balanced 529-F-3 | |||
| IINCX | 25.51 | 0.19 | +0.75% |
| Nomura International Core Equity R6 | |||
| ALAFX | 112.74 | 0.34 | +0.30% |
| Alger Focus Equity A | |||
| ICRPX | 25.48 | 0.05 | +0.20% |
| VY® CBRE Real Estate A | |||