| HFQIX | TRWTX | HFQIX / TRWTX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 28.105 | 23.509 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 4.38B | 156% |
| Annual Yield % from dividends | 6.98 | 2.14 | 326% |
| Returns for 1 year | 27.89 | 23.09 | 121% |
| Returns for 3 years | 50.67 | 48.07 | 105% |
| Returns for 5 years | 62.25 | 44.66 | 139% |
| Returns for 10 years | 91.51 | 73.42 | 125% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CAABX | 26.51 | 0.02 | +0.08% |
| ClearBridge Sustainability Leaders C | |||
| PREIX | 179.80 | -0.04 | -0.02% |
| T. Rowe Price Equity Index 500 | |||
| PSCHX | 23.91 | -0.03 | -0.13% |
| PGIM Jennison Small Company R2 | |||
| IYSIX | 22.91 | -0.06 | -0.26% |
| Nomura Small Cap Growth Institutional | |||
| PAGRX | 144.15 | -0.74 | -0.51% |
| Permanent Portfolio Aggressive Growth I | |||