| HFQRX | SWFCX | HFQRX / SWFCX | |
| Total Expense Ratio | 0.70 | 1.86 | 38% |
| Annual Report Gross Expense Ratio | 0.70 | 2.85 | 25% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 26.450 | 45.961 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 137M | 4,888% |
| Annual Yield % from dividends | 7.08 | 2.35 | 301% |
| Returns for 1 year | 23.46 | 32.94 | 71% |
| Returns for 3 years | 45.75 | 54.17 | 84% |
| Returns for 5 years | 62.13 | 27.55 | 226% |
| Returns for 10 years | 91.44 | 23.50 | 389% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DLQIX | 17.13 | N/A | N/A |
| BNY Mellon Large Cap Equity I | |||
| LCRIX | 22.42 | N/A | N/A |
| Leuthold Core Investment Institutional | |||
| WMIDX | 11.10 | N/A | N/A |
| WCM Mid Cap Quality Value Investor | |||
| FDSCX | 42.60 | N/A | N/A |
| Fidelity Stock Selector Small Cap | |||
| IRLNX | 86.68 | N/A | N/A |
| Voya Russell Large Cap Growth Idx Port I | |||