LKSCX | VSGAX | LKSCX / VSGAX | |
Total Expense Ratio | 1.01 | 0.07 | 1,443% |
Annual Report Gross Expense Ratio | 1.07 | 0.07 | 1,529% |
Fund Existence | 31 years | 14 years | - |
Gain YTD | 3.186 | 2.611 | 122% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 3000 | 67% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 295M | 36.9B | 1% |
Annual Yield % from dividends | 0.00 | 0.54 | - |
Returns for 1 year | 2.65 | 12.32 | 21% |
Returns for 3 years | 28.33 | 38.30 | 74% |
Returns for 5 years | 32.88 | 40.33 | 82% |
Returns for 10 years | -14.73 | 121.74 | -12% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
FSOPX | 15.19 | 0.12 | +0.80% |
Fidelity Series Small Cap Opps | |||
QCENX | 21.30 | 0.13 | +0.61% |
AQR Large Cap Multi-Style N | |||
BRWUX | 27.57 | 0.08 | +0.29% |
MFS Blended Research Growth Eq R4 | |||
OTTRX | 14.20 | 0.01 | +0.07% |
Otter Creek Long/Short Opportunity Instl | |||
FFPNX | 71.16 | 0.05 | +0.07% |
American Funds New Perspective 529-F-2 |