FWGIX | UGOFX | FWGIX / UGOFX | |
Total Expense Ratio | 0.41 | 0.70 | 59% |
Annual Report Gross Expense Ratio | 0.41 | 0.77 | 53% |
Fund Existence | 8 years | 17 years | - |
Gain YTD | 13.775 | 9.982 | 138% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 1000000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 136B | 481M | 28,274% |
Annual Yield % from dividends | 1.77 | 1.55 | 114% |
Returns for 1 year | 9.74 | 10.92 | 89% |
Returns for 3 years | 51.57 | 42.84 | 120% |
Returns for 5 years | 54.88 | 30.51 | 180% |
Returns for 10 years | N/A | 53.97 | - |
1 Day | |||
---|---|---|---|
ETFs / NAME | Price $ | Chg $ | Chg % |
MFSG | 26.56 | 0.30 | +1.15% |
MFS Active Growth ETF | |||
FLC | 17.09 | 0.06 | +0.35% |
Flaherty & Crumrine Total Return Fund | |||
FMHI | 46.79 | 0.06 | +0.12% |
First Trust Municipal High Income ETF | |||
HYG | 80.37 | 0.05 | +0.06% |
iShares iBoxx $ High Yield Corp Bd ETF | |||
XRLV | 55.02 | N/A | N/A |
Invesco S&P 500® ex-Rate Snsv LowVol ETF |