Wellington Shields

Statistics as of Apr 02, 2025

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Found total of 1 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr Return ▼Total Assets6M Money Flow
Large Growth
Expense Ratio
1.31%
TTM Yield
0.1%
3yr Sharpe
-0.13
YTD Return
-5.4%
3yr Return
8.5%
1yr Return
5.0%
Total Assets
$55M
6M Money Flow
-$2M