FIWCX | TRTIX | FIWCX / TRTIX | |
Total Expense Ratio | 0.16 | 0.68 | 24% |
Annual Report Gross Expense Ratio | 0.16 | 0.68 | 24% |
Fund Existence | 7 years | 10 years | - |
Gain YTD | 21.277 | 23.200 | 92% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 500000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 8.32B | 15B | 55% |
Annual Yield % from dividends | 3.51 | 2.35 | 150% |
Returns for 1 year | 20.55 | 23.94 | 86% |
Returns for 3 years | 58.32 | 67.34 | 87% |
Returns for 5 years | 84.64 | 97.34 | 87% |
Returns for 10 years | N/A | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
RTXCX | 12.56 | -0.01 | -0.08% |
Russell Inv Tax-Managed Real Assets C | |||
CIRCX | 75.49 | -0.55 | -0.72% |
American Funds Capital Income Bldr 529C | |||
GRGRX | 46.60 | -0.42 | -0.89% |
Goldman Sachs Equity Income R | |||
MIOFX | 28.40 | -0.39 | -1.35% |
Marsico International Opportunities | |||
BSCFX | 29.07 | -0.54 | -1.82% |
Baron Small Cap Retail |