| APHYX | RNWHX | APHYX / RNWHX | |
| Total Expense Ratio | 1.05 | 0.72 | 146% |
| Annual Report Gross Expense Ratio | 1.05 | 0.72 | 146% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 9.376 | 20.889 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.08B | 75.3B | 5% |
| Annual Yield % from dividends | 0.00 | 0.91 | - |
| Returns for 1 year | 6.81 | 18.96 | 36% |
| Returns for 3 years | 83.85 | 44.08 | 190% |
| Returns for 5 years | -9.03 | 11.37 | -79% |
| Returns for 10 years | 170.72 | 90.22 | 189% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRIUX | 17.33 | 0.09 | +0.52% |
| Baron Real Estate Income R6 | |||
| CIMDX | 16.75 | 0.07 | +0.42% |
| Clarkston Founders Institutional | |||
| VMCTX | 501.01 | 1.62 | +0.32% |
| Vanguard Mega Cap Index Institutional | |||
| FMCAX | 47.57 | 0.09 | +0.19% |
| Fidelity Advisor Stock Selec Mid Cp M | |||
| LKSMX | 12.32 | N/A | N/A |
| LKCM Small-Mid Cap Equity Institutional | |||