KINAX | LSHCX | KINAX / LSHCX | |
Total Expense Ratio | 1.96 | 2.29 | 86% |
Annual Report Gross Expense Ratio | 1.96 | 2.56 | 77% |
Fund Existence | 24 years | 18 years | - |
Gain YTD | 5.261 | -15.107 | -35% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2500 | 2500 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 341M | 28.3M | 1,205% |
Annual Yield % from dividends | 0.22 | 0.28 | 76% |
Returns for 1 year | 43.04 | 5.85 | 735% |
Returns for 3 years | 137.35 | 22.41 | 613% |
Returns for 5 years | 192.57 | 165.80 | 116% |
Returns for 10 years | 90.57 | 176.54 | 51% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
RLEFX | 37.98 | 0.20 | +0.53% |
American Funds American Balanced R5E | |||
HLFZX | 9.27 | 0.02 | +0.22% |
Harding Loevner Frontier Emerg MktsInstZ | |||
SSRRX | 6.83 | 0.01 | +0.15% |
Touchstone Small Company R6 | |||
SMYFX | 14.12 | N/A | N/A |
SEI Small Cap Y (SIMT) | |||
ASVGX | 10.68 | -0.03 | -0.28% |
American Century Small Cap Value R5 |