WebFUND FACT SHEET AS OF DECEMBER 31, 2024 TICKER SYMBOL: WCMIX CUSIP: 461418444 Share Class: Institutional Inception Date: May 31, 2011 Minimum Initial Investment: Regular Accounts: $100,000 Automatic Investment Plan: $5,000 Capital Gains/Dividends: Annually Fees: No short-term redemption fees or load fees Expense … WebFranklin Templeton. Investment Options. Mutual Funds. Exchange Traded Funds. 529 Portfolios. Separately Managed Accounts. Closed-End Funds. Interval Funds. Tender …
MDIJX – Fund Analysis – MFS Intl Diversification I Morningstar
WebGrowth of $10,000 Investment. From June 27, 2006 to March 30, 2024. KAR Small-Cap Growth I Jan 08 Jan 10 Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $0 $20,000 $40,000 … Web28 jun. 2013 · Expense Ratio. Gross 1.59%. *Net 1.50%. Advisor. WCM Investment Management. 281 Brooks Street. Laguna Beach, CA 92651. *The Fund's advisor has contractually agreed to waive its fees and/or … hopewell wines and spirits liquor store
StocksPLUS® International Fund (U.S. Dollar-Hedged)
WebEquity Securities Risk: Equity securities are volatile and can decline significantly in response to broad market and economic conditions. Fixed Income Securities Risk: Fixed income … Web23 mei 2024 · The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MDIJX’s performance objective and investment process is for both security … WebFund description. The Fund invests primarily in investment-grade intermediate-term municipal bonds with a targeted weighted average effective duration between 4.5 and 7 … hopewell winery rockport