SOAEX | SPMJX | SOAEX / SPMJX | |
Total Expense Ratio | 1.48 | 8.31 | 18% |
Annual Report Gross Expense Ratio | 1.48 | 8.31 | 18% |
Fund Existence | 11 years | 6 years | - |
Gain YTD | 4.966 | 1.996 | 249% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 500 | 1000 | 50% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 161M | 305M | 53% |
Annual Yield % from dividends | 20.27 | 5.29 | 383% |
Returns for 1 year | 8.47 | 17.30 | 49% |
Returns for 3 years | 48.79 | 95.05 | 51% |
Returns for 5 years | 159.79 | 350.62 | 46% |
Returns for 10 years | 25.90 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
AMBFX | 37.10 | -0.08 | -0.22% |
American Funds American Balanced F2 | |||
CMJIX | 44.06 | -0.21 | -0.47% |
Calvert US Mid Cap Core Rspnb Idx I | |||
BRXRX | 15.46 | -0.19 | -1.21% |
MFS Blended Research Intl Eq R1 | |||
CGREX | 9.01 | -0.12 | -1.31% |
Invesco Global Real Estate C | |||
COSZX | 13.49 | -0.25 | -1.82% |
Columbia Overseas Value Inst |