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 | 13.786 | 16.654 | 83% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.2B | 10.1M | 11,871% |
Annual Yield % from dividends | 0.38 | 0.00 | - |
Returns for 1 year | 35.59 | 29.05 | 123% |
Returns for 3 years | 155.42 | 23.70 | 656% |
Returns for 5 years | 127.20 | 58.12 | 219% |
Returns for 10 years | 686.29 | 156.86 | 438% |