SVXAX | TROZX | SVXAX / TROZX | |
Total Expense Ratio | 1.42 | 0.00 | - |
Annual Report Gross Expense Ratio | 1.44 | 0.66 | 218% |
Fund Existence | 11 years | 5 years | - |
Gain YTD | 25.862 | 33.432 | 77% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 3000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 185M | 16.4B | 1% |
Annual Yield % from dividends | 2.03 | 2.86 | 71% |
Returns for 1 year | 17.51 | 29.83 | 59% |
Returns for 3 years | 48.02 | 79.56 | 60% |
Returns for 5 years | N/A | 106.05 | - |
Returns for 10 years | N/A | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
JICAX | 82.88 | -0.13 | -0.16% |
JPMorgan US Sustainable Leaders A | |||
MLACX | 4.79 | -0.01 | -0.21% |
NYLI Winslow Large Cap Growth Class C | |||
TQVIX | 18.55 | -0.06 | -0.32% |
T. Rowe Price Integrated US LCV Eq I | |||
IEOHX | 17.94 | -0.06 | -0.33% |
Voya Large Cap Growth Port I | |||
DDERX | 15.63 | -0.07 | -0.45% |
Macquarie Wealth Builder R6 |