| HDRVX | TRWTX | HDRVX / TRWTX | |
| Total Expense Ratio | 0.77 | 0.76 | 101% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 5.104 | 6.079 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 4.53B | 6% |
| Annual Yield % from dividends | 1.95 | 3.65 | 53% |
| Returns for 1 year | 23.77 | 30.36 | 78% |
| Returns for 3 years | 49.26 | 50.19 | 98% |
| Returns for 5 years | 58.56 | 52.61 | 111% |
| Returns for 10 years | 127.49 | 112.80 | 113% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BIRDX | 8.44 | 0.05 | +0.60% |
| iShares Developed Real Estate Idx Instl | |||
| RSCRX | 27.31 | 0.04 | +0.15% |
| Russell Inv US Small Cap Equity R6 | |||
| HBLVX | 15.09 | 0.02 | +0.13% |
| Hartford Balanced Income R6 | |||
| PIEFX | 22.48 | N/A | N/A |
| Federated Hermes Emerging Markets Eq IS | |||
| AABCX | 16.37 | -0.06 | -0.37% |
| Putnam Dynamic Asset Allocation Bal C | |||