SHDCX | SSGSX | SHDCX / SSGSX | |
Total Expense Ratio | 2.02 | 1.26 | 160% |
Annual Report Gross Expense Ratio | 2.38 | 1.26 | 189% |
Fund Existence | 4 years | 26 years | - |
Gain YTD | -3.745 | -2.283 | 164% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 29.8M | 5.73B | 1% |
Annual Yield % from dividends | 0.00 | 0.51 | - |
Returns for 1 year | -10.20 | -8.77 | 116% |
Returns for 3 years | -10.90 | -2.14 | 510% |
Returns for 5 years | N/A | 23.49 | - |
Returns for 10 years | N/A | 18.39 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
TSLTX | 4.97 | 0.06 | +1.22% |
Transamerica Small Cap Value I3 | |||
UMBMX | 25.43 | 0.20 | +0.79% |
Carillon Scout Mid Cap I | |||
PEXMX | 34.73 | 0.24 | +0.70% |
T. Rowe Price Extended Equity Market Idx | |||
MIEIX | 40.09 | -0.22 | -0.55% |
MFS International Equity R6 | |||
TVRVX | 25.01 | -0.28 | -1.11% |
Third Avenue Real Estate Value Investor |