| HFQRX | SWRLX | HFQRX / SWRLX | |
| Total Expense Ratio | 0.70 | 1.26 | 56% |
| Annual Report Gross Expense Ratio | 0.70 | 1.51 | 46% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 7.514 | 7.861 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.01B | 161M | 4,353% |
| Annual Yield % from dividends | 6.52 | 2.86 | 228% |
| Returns for 1 year | 34.48 | 52.84 | 65% |
| Returns for 3 years | 59.46 | 57.11 | 104% |
| Returns for 5 years | 73.70 | 38.67 | 191% |
| Returns for 10 years | 129.18 | 69.83 | 185% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PAHUX | 7.72 | 0.08 | +1.05% |
| PGIM Jennison NextGeneration Glb Opps Z | |||
| NEEIX | 75.70 | 0.78 | +1.04% |
| Needham Growth Institutional | |||
| PIIFX | 36.17 | 0.16 | +0.44% |
| Victory Pioneer International Equ A | |||
| TAGRX | 65.77 | 0.09 | +0.14% |
| JHancock Fundamental Large Cap Core A | |||
| WHGOX | 13.26 | 0.01 | +0.08% |
| Westwood Income Opportunity Ultra | |||