| COSZX | TROZX | COSZX / TROZX | |
| Total Expense Ratio | 0.91 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.94 | 0.66 | 142% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 40.399 | 40.677 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.65B | 16.7B | 34% |
| Annual Yield % from dividends | 2.77 | 2.64 | 105% |
| Returns for 1 year | 37.57 | 39.76 | 94% |
| Returns for 3 years | 75.84 | 89.58 | 85% |
| Returns for 5 years | 88.34 | 104.74 | 84% |
| Returns for 10 years | 105.60 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RLUSX | 18.51 | 0.08 | +0.43% |
| Lazard US Equity Focus R6 | |||
| MARFX | 24.59 | 0.10 | +0.41% |
| BlackRock Mid-Cap Value Institutional | |||
| JVMCX | 27.91 | 0.07 | +0.25% |
| JHancock Disciplined Value Mid Cap C | |||
| TRMSX | 23.67 | 0.04 | +0.17% |
| T. Rowe Price Mid-Cap Index I | |||
| JGLYX | 19.34 | -0.13 | -0.67% |
| JPMorgan Small Cap Growth R4 | |||