| COSZX | TRTIX | COSZX / TRTIX | |
| Total Expense Ratio | 0.91 | 0.68 | 134% |
| Annual Report Gross Expense Ratio | 0.94 | 0.68 | 138% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 40.399 | 39.798 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.65B | 16.7B | 34% |
| Annual Yield % from dividends | 2.77 | 2.12 | 131% |
| Returns for 1 year | 37.57 | 38.77 | 97% |
| Returns for 3 years | 75.84 | 85.64 | 89% |
| Returns for 5 years | 88.34 | 98.52 | 90% |
| Returns for 10 years | 105.60 | 114.96 | 92% |
| 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 | |||