PEGEX | PMBCX | PEGEX / PMBCX | |
Total Expense Ratio | 1.08 | 1.75 | 62% |
Annual Report Gross Expense Ratio | 1.38 | 1.75 | 79% |
Fund Existence | 7 years | 18 years | - |
Gain YTD | -5.273 | 1.538 | -343% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.21B | 30.6B | 7% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | -1.98 | 9.12 | -22% |
Returns for 3 years | 26.48 | 42.85 | 62% |
Returns for 5 years | -20.67 | 42.73 | -48% |
Returns for 10 years | N/A | 65.54 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
PCAOX | 79.27 | -1.00 | -1.25% |
Principal Capital Appreciation R3 | |||
GSCGX | 32.89 | -0.43 | -1.29% |
Goldman Sachs Large Cap Equity A | |||
UGMVX | 11.50 | -0.16 | -1.37% |
Victory Global Managed Volatility | |||
RSMRX | 14.99 | -0.26 | -1.70% |
RBC SMID Cap Growth R6 | |||
UPAAX | 13.70 | -0.42 | -2.97% |
Upright Assets Allocation Plus |