FWMMX | SVFDX | FWMMX / SVFDX | |
Total Expense Ratio | 0.35 | 1.60 | 22% |
Annual Report Gross Expense Ratio | 0.35 | 4.74 | 7% |
Fund Existence | 5 years | 11 years | - |
Gain YTD | 9.725 | 1.180 | 824% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 25000 | 1% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 206B | 4.32B | 4,774% |
Annual Yield % from dividends | 1.38 | 1.46 | 95% |
Returns for 1 year | 4.08 | -6.43 | -63% |
Returns for 3 years | 42.85 | 27.42 | 156% |
Returns for 5 years | N/A | 76.94 | - |
Returns for 10 years | N/A | 105.95 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
WFPAX | 47.85 | 0.22 | +0.46% |
Allspring Special Mid Cap Value A | |||
PISOX | 15.70 | 0.06 | +0.38% |
Columbia Pyrford International Stk Ins 2 | |||
LEOOX | 9.28 | N/A | N/A |
Lazard Enhanced Opportunities Open | |||
PDARX | 12.19 | -0.02 | -0.16% |
Principal Diversified Real Asset R6 | |||
HRTVX | 52.76 | -0.16 | -0.30% |
Heartland Value Investor |