SHTCX | VITAX | SHTCX / VITAX | |
Total Expense Ratio | 2.00 | 0.09 | 2,222% |
Annual Report Gross Expense Ratio | 2.04 | 0.09 | 2,267% |
Fund Existence | 26 years | 21 years | - |
Gain YTD | 9.208 | 10.812 | 85% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 100000 | 2% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.64B | 110B | 2% |
Annual Yield % from dividends | 0.00 | 0.47 | - |
Returns for 1 year | -0.70 | 24.06 | -3% |
Returns for 3 years | 24.36 | 99.95 | 24% |
Returns for 5 years | 25.50 | 145.16 | 18% |
Returns for 10 years | 74.74 | 536.21 | 14% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
RLECX | 20.67 | 0.11 | +0.54% |
Russell Inv US Small Cap Equity C | |||
CHUSX | 30.63 | 0.13 | +0.43% |
Alger Global Equity A | |||
DQIYX | 33.76 | 0.13 | +0.39% |
BNY Mellon Equity Income Fund Y | |||
DNFGX | 44.26 | 0.15 | +0.34% |
Dunham Focused Large Cap Growth N | |||
DFGEX | 10.91 | -0.02 | -0.18% |
DFA Global Real Estate Securities Port |