HWGAX | TRZRX | HWGAX / TRZRX | |
Total Expense Ratio | 1.20 | 0.00 | - |
Annual Report Gross Expense Ratio | 1.51 | 0.65 | 232% |
Fund Existence | 12 years | 5 years | - |
Gain YTD | 11.175 | 10.308 | 108% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 38.7M | 10.8B | 0% |
Annual Yield % from dividends | 1.06 | 2.40 | 44% |
Returns for 1 year | 1.31 | 10.51 | 12% |
Returns for 3 years | 23.41 | 22.80 | 103% |
Returns for 5 years | 78.37 | 65.01 | 121% |
Returns for 10 years | 35.33 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
RTXMX | 12.75 | -0.01 | -0.08% |
Russell Inv Tax-Managed Real Assets M | |||
RWIAX | 67.93 | -0.73 | -1.06% |
American Funds Capital World Gr&Inc R1 | |||
GCTRX | 46.90 | -0.60 | -1.26% |
Goldman Sachs US Tax-Managed Eq R6 | |||
LDVIX | 28.32 | -0.49 | -1.70% |
AXS FTSE Vntr Cptl RetTrckr I | |||
ICMPX | 17.57 | -0.31 | -1.73% |
Lazard International Quality Gr Instl |