| HFQAX | TROZX | HFQAX / TROZX | |
| Total Expense Ratio | 1.18 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.18 | 0.66 | 179% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 25.956 | 40.677 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 16.8B | 40% |
| Annual Yield % from dividends | 6.84 | 2.64 | 259% |
| Returns for 1 year | 25.41 | 39.76 | 64% |
| Returns for 3 years | 49.65 | 89.58 | 55% |
| Returns for 5 years | 64.91 | 104.74 | 62% |
| Returns for 10 years | 85.02 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IEYYX | 10.98 | 0.16 | +1.48% |
| Macquarie Climate Solutions Y | |||
| BSPAX | 801.54 | 0.53 | +0.07% |
| iShares S&P 500 Index Investor A | |||
| ETNMX | 14.94 | N/A | N/A |
| Eventide Balanced Fund Class N | |||
| CIPIX | 24.58 | -0.01 | -0.04% |
| Champlain Mid Cap Institutional | |||
| PPVIX | 12.14 | -0.01 | -0.08% |
| Principal SmallCap Value II Instl | |||