UOPIX | UTPSX | UOPIX / UTPSX | |
Total Expense Ratio | 1.53 | 2.78 | 55% |
Annual Report Gross Expense Ratio | 1.53 | 2.84 | 54% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | 21.938 | 21.581 | 102% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.26B | 40.1M | 3,140% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | 29.97 | 12.11 | 248% |
Returns for 3 years | 221.16 | 35.15 | 629% |
Returns for 5 years | 118.78 | 71.95 | 165% |
Returns for 10 years | 963.83 | 171.43 | 562% |