| HLFMX | RNWBX | HLFMX / RNWBX | |
| Total Expense Ratio | 1.41 | 1.67 | 84% |
| Annual Report Gross Expense Ratio | 1.41 | 1.67 | 84% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 13.148 | 20.884 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 75.3B | 0% |
| Annual Yield % from dividends | 1.63 | 0.12 | 1,384% |
| Returns for 1 year | 12.58 | 19.18 | 66% |
| Returns for 3 years | 36.90 | 41.02 | 90% |
| Returns for 5 years | 19.69 | 7.90 | 249% |
| Returns for 10 years | 43.26 | 82.81 | 52% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SQLV | 43.88 | 0.20 | +0.45% |
| Royce Quant Small-Cap Quality Value ETF | |||
| HYI | 11.12 | 0.03 | +0.27% |
| Western Asset High Yield Opportunity Fund Inc | |||
| IGE | 50.58 | 0.09 | +0.18% |
| iShares North American Natural Res ETF | |||
| ZMAY | 25.41 | N/A | N/A |
| Innovator Equity Dfnd Prt ETF -1 Yr May | |||
| DFAU | 47.43 | -0.01 | -0.02% |
| Dimensional US Core Equity Market ETF | |||