| BRUEX | RMEBX | BRUEX / RMEBX | |
| Total Expense Ratio | 1.39 | 1.07 | 130% |
| Annual Report Gross Expense Ratio | 1.44 | 1.07 | 135% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 5.871 | 2.231 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323M | 112B | 0% |
| Annual Yield % from dividends | 0.39 | 1.08 | 36% |
| Returns for 1 year | 4.97 | 7.30 | 68% |
| Returns for 3 years | 18.64 | 28.21 | 66% |
| Returns for 5 years | 19.36 | 43.15 | 45% |
| Returns for 10 years | 86.81 | 103.95 | 84% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PZISX | 14.45 | 0.13 | +0.91% |
| Pzena Small Cap Value Institutional | |||
| LADIX | 25.88 | 0.05 | +0.19% |
| ClearBridge Tactical Dividend Income I | |||
| EQTKX | 16.12 | -0.16 | -0.98% |
| Shelton Equity Income Class K | |||
| VFTAX | 65.11 | -0.92 | -1.39% |
| Vanguard FTSE Social Index Admiral | |||
| MGTSX | 35.07 | -0.72 | -2.01% |
| Morgan Stanley Inst Global Opp R6 | |||