VSTSX | WMLIX | VSTSX / WMLIX | |
Total Expense Ratio | 0.01 | 0.25 | 4% |
Annual Report Gross Expense Ratio | 0.01 | 0.37 | 3% |
Fund Existence | 9 years | 22 years | - |
Gain YTD | 1.376 | 1.973 | 70% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000000000 | 100000 | 5,000,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.82T | 559M | 326,118% |
Annual Yield % from dividends | 1.29 | 1.03 | 126% |
Returns for 1 year | 10.09 | 5.10 | 198% |
Returns for 3 years | 57.70 | 33.68 | 171% |
Returns for 5 years | 91.51 | 48.23 | 190% |
Returns for 10 years | N/A | 101.50 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
SQBFX | 13.84 | -0.08 | -0.57% |
X-Square Balanced Fund, LLC A | |||
EQTIX | 17.03 | -0.14 | -0.82% |
Shelton Equity Income Investor | |||
FFACX | 16.20 | -0.14 | -0.86% |
Franklin Global Allocation C | |||
MINGX | 41.49 | -0.46 | -1.10% |
MFS International Intrinsic Value R3 | |||
BRSUX | 13.78 | -0.29 | -2.06% |
MFS Blended Research Small Cap Eq R4 |