| HFQTX | TRWTX | HFQTX / TRWTX | |
| Total Expense Ratio | 0.95 | 0.76 | 125% |
| Annual Report Gross Expense Ratio | 0.95 | 0.76 | 125% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 8.678 | 6.079 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.01B | 4.53B | 155% |
| Annual Yield % from dividends | 6.36 | 3.65 | 174% |
| Returns for 1 year | 36.74 | 30.36 | 121% |
| Returns for 3 years | 60.06 | 50.19 | 120% |
| Returns for 5 years | 73.23 | 52.61 | 139% |
| Returns for 10 years | N/A | 112.80 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MTOIX | 24.08 | 0.03 | +0.12% |
| NYLI Income Builder Class I | |||
| FWATX | 15.98 | N/A | N/A |
| Fidelity Advisor Multi-Asset Income A | |||
| CBFAX | 41.30 | -0.07 | -0.17% |
| American Funds Global Balanced 529A | |||
| JABYX | 9.76 | -0.09 | -0.91% |
| JHancock Global Environmental Opps C | |||
| NNLEX | 21.55 | -0.64 | -2.88% |
| Nicholas Limited Edition N | |||