LOGSX | SHSAX | LOGSX / SHSAX | |
Total Expense Ratio | 1.03 | 1.09 | 94% |
Annual Report Gross Expense Ratio | 1.03 | 1.09 | 94% |
Fund Existence | 24 years | 26 years | - |
Gain YTD | 2.988 | -1.217 | -245% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 2000 | 1000 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 48.6M | 6.52B | 1% |
Annual Yield % from dividends | 0.00 | 0.23 | - |
Returns for 1 year | -2.77 | -13.42 | 21% |
Returns for 3 years | 11.39 | -0.08 | -13,489% |
Returns for 5 years | 14.06 | -3.42 | -411% |
Returns for 10 years | 0.53 | 11.70 | 5% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
JUESX | 25.04 | -0.27 | -1.07% |
JPMorgan US Equity I | |||
MVTRX | 11.00 | -0.13 | -1.17% |
Transamerica Mid Cap Value Opps R6 | |||
RSESX | 16.62 | -0.21 | -1.25% |
Russell Inv US Strategic Equity S | |||
TAREX | 24.21 | -0.41 | -1.67% |
Third Avenue Real Estate Value Instl | |||
JSVSX | 14.21 | -0.26 | -1.80% |
Janus Henderson Small-Mid Cap Value S |