| FWRLX | PRMTX | FWRLX / PRMTX | |
| Total Expense Ratio | 0.71 | 0.77 | 92% |
| Annual Report Gross Expense Ratio | 0.71 | 0.80 | 89% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 1.884 | 8.120 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 297M | 9.84B | 3% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | -6.00 | -3.82 | 157% |
| Returns for 3 years | 25.73 | 47.47 | 54% |
| Returns for 5 years | -2.38 | -11.00 | 22% |
| Returns for 10 years | 65.26 | 132.99 | 49% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DNLRX | 66.83 | 0.61 | +0.92% |
| BNY Mellon Active MidCap I | |||
| GUSYX | 21.44 | 0.19 | +0.89% |
| Grandeur Peak US Stalwarts Institutional | |||
| UVALX | 21.77 | 0.15 | +0.69% |
| Victory Value | |||
| FBONX | 40.25 | 0.07 | +0.17% |
| American Funds American Balanced 529-F-3 | |||
| CGTUX | 120.68 | -0.67 | -0.55% |
| Columbia Global Technology Growth Inst3 | |||