| LIRSX | TROZX | LIRSX / TROZX | |
| Total Expense Ratio | 0.99 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.99 | 0.66 | 150% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 32.613 | 40.677 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 16.8B | 3% |
| Annual Yield % from dividends | 2.86 | 2.64 | 108% |
| Returns for 1 year | 30.79 | 39.76 | 77% |
| Returns for 3 years | 67.07 | 89.58 | 75% |
| Returns for 5 years | 65.12 | 104.74 | 62% |
| Returns for 10 years | 84.26 | N/A | - |