Share Class Assets Under Management Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Share Class Assets Under Management Data

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Date Value
August 31, 2026 16.81M
July 31, 2026 16.65M
June 30, 2026 17.04M
May 29, 2026 17.40M
April 30, 2026 17.01M
March 31, 2026 16.20M
February 27, 2026 16.74M
January 30, 2026 17.17M
December 31, 2025 17.44M
November 28, 2025 17.79M
October 31, 2025 17.52M
September 30, 2025 17.71M
August 29, 2025 17.68M
July 31, 2025 17.65M
June 30, 2025 17.26M
May 30, 2025 16.80M
April 30, 2025 16.19M
March 31, 2025 16.36M
February 28, 2025 17.25M
January 31, 2025 17.34M
December 31, 2024 16.66M
November 29, 2024 16.98M
October 31, 2024 16.51M
September 30, 2024 16.66M
August 30, 2024 16.40M
Date Value
July 31, 2024 15.71M
June 28, 2024 15.61M
May 31, 2024 15.03M
April 30, 2024 14.35M
March 28, 2024 14.93M
February 29, 2024 14.97M
January 31, 2024 14.30M
December 29, 2023 14.16M
November 30, 2023 13.72M
October 31, 2023 13.20M
September 29, 2023 13.61M
August 31, 2023 14.18M
July 31, 2023 13.97M
June 30, 2023 13.93M
May 31, 2023 13.45M
April 28, 2023 13.67M
March 31, 2023 13.52M
February 28, 2023 13.19M
January 31, 2023 13.66M
December 30, 2022 12.93M
November 30, 2022 13.57M
October 31, 2022 12.96M
September 30, 2022 12.53M
August 31, 2022 13.66M
July 29, 2022 14.05M

Share Class Assets Under Management (AUM) Definition

Share Class Assets Under Management (AUM) is the total market value of the investments that a fund holds with regards to a specific Share Class of the fund.

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Share Class Assets Under Management Range, Past 5 Years

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Minimum
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Maximum
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Average
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Median

Share Class Assets Under Management Benchmarks

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John Hancock Balanced Fund R2 10.26M
Federated Hermes MDT Balance R6 17.86M
PGIM Balanced Fund R 44751.00
Touchstone Balanced Fund R6 4.626M
Nomura Balanced Fund R6 10.43M

Share Class Assets Under Management Excel Add-In Codes

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Metric Code: assets_under_management
Latest Data Point: =YCP("M:ERIFX", "assets_under_management")
Last 5 Data Points: =YCS("M:ERIFX", "assets_under_management", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.