SHSAX | SHSKX | SHSAX / SHSKX | |
Total Expense Ratio | 1.09 | 0.75 | 145% |
Annual Report Gross Expense Ratio | 1.09 | 0.75 | 145% |
Fund Existence | 26 years | 9 years | - |
Gain YTD | -1.217 | -1.069 | 114% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.52B | 6.52B | 100% |
Annual Yield % from dividends | 0.23 | 0.41 | 55% |
Returns for 1 year | -13.42 | -12.62 | 106% |
Returns for 3 years | -0.08 | 2.22 | -4% |
Returns for 5 years | -3.42 | 0.12 | -2,865% |
Returns for 10 years | 11.70 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
JUEAX | 24.91 | -0.27 | -1.07% |
JPMorgan US Equity A | |||
IAAEX | 10.86 | -0.14 | -1.27% |
Transamerica Mid Cap Value Opps I2 | |||
RSEAX | 16.56 | -0.22 | -1.31% |
Russell Inv US Strategic Equity A | |||
TAREX | 24.21 | -0.41 | -1.67% |
Third Avenue Real Estate Value Instl | |||
JVSCX | 13.54 | -0.26 | -1.88% |
Janus Henderson Small-Mid Cap Value C |