MSEQX | RGEBX | MSEQX / RGEBX | |
Total Expense Ratio | 0.62 | 1.09 | 57% |
Annual Report Gross Expense Ratio | 0.62 | 1.09 | 57% |
Fund Existence | 35 years | 11 years | - |
Gain YTD | 30.740 | 17.511 | 176% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 250 | 400,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.75B | 336B | 1% |
Annual Yield % from dividends | 0.41 | 0.00 | - |
Returns for 1 year | 62.68 | 10.77 | 582% |
Returns for 3 years | 120.50 | 69.56 | 173% |
Returns for 5 years | -20.31 | 36.57 | -56% |
Returns for 10 years | 80.63 | 92.27 | 87% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
SPFIX | 83.74 | 0.44 | +0.53% |
Shelton S&P 500 Index Investor | |||
APHQX | 15.39 | 0.08 | +0.52% |
Artisan Mid Cap Value Institutional | |||
PASRX | 21.53 | 0.06 | +0.28% |
Putnam Dynamic Asset Allocation Gr R | |||
WWSCX | 17.88 | 0.04 | +0.22% |
Keeley Small Cap Fund C | |||
MRSRX | 25.65 | -0.03 | -0.12% |
MFS Research International R2 |