RWMFX | WMLIX | RWMFX / WMLIX | |
Total Expense Ratio | 0.31 | 0.25 | 124% |
Annual Report Gross Expense Ratio | 0.31 | 0.37 | 84% |
Fund Existence | 23 years | 22 years | - |
Gain YTD | 1.465 | 1.973 | 74% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 100000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 194B | 559M | 34,705% |
Annual Yield % from dividends | 1.47 | 1.03 | 143% |
Returns for 1 year | 4.65 | 5.10 | 91% |
Returns for 3 years | 24.78 | 33.68 | 74% |
Returns for 5 years | 51.87 | 48.23 | 108% |
Returns for 10 years | 61.07 | 101.50 | 60% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
SQBFX | 13.84 | -0.08 | -0.57% |
X-Square Balanced Fund, LLC A | |||
EQTIX | 17.03 | -0.14 | -0.82% |
Shelton Equity Income Investor | |||
FFACX | 16.20 | -0.14 | -0.86% |
Franklin Global Allocation C | |||
MINGX | 41.49 | -0.46 | -1.10% |
MFS International Intrinsic Value R3 | |||
BRSUX | 13.78 | -0.29 | -2.06% |
MFS Blended Research Small Cap Eq R4 |