JORCX | RWBEX | JORCX / RWBEX | |
Total Expense Ratio | 1.90 | 1.21 | 157% |
Annual Report Gross Expense Ratio | 2.21 | 1.21 | 183% |
Fund Existence | 16 years | 11 years | - |
Gain YTD | 7.552 | 8.807 | 86% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 250 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.86B | 131B | 2% |
Annual Yield % from dividends | 0.24 | 1.11 | 22% |
Returns for 1 year | -1.44 | 5.84 | -25% |
Returns for 3 years | 25.25 | 42.36 | 60% |
Returns for 5 years | 36.21 | 49.52 | 73% |
Returns for 10 years | 31.03 | 49.42 | 63% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
HUDEX | 24.18 | -0.07 | -0.29% |
Huber Large Cap Value Inst | |||
TWEAX | 8.57 | -0.08 | -0.92% |
American Century Equity Income A | |||
BRGAX | 38.04 | -0.44 | -1.14% |
iShares Russell 1000 Large-Cap Idx Inv A | |||
JFCAX | 35.47 | -0.57 | -1.58% |
JHancock Fundamental All Cap Core A | |||
SSMOX | 10.52 | -0.17 | -1.59% |
Steward Values Enhanced SmMidCapR6 |