| LMIRX | MDIHX | LMIRX / MDIHX | |
| Total Expense Ratio | 1.57 | 1.08 | 145% |
| Annual Report Gross Expense Ratio | 1.62 | 1.10 | 147% |
| Fund Existence | 19 years | 21 years | - |
| Gain YTD | 5.443 | 5.566 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 45.8B | 1% |
| Annual Yield % from dividends | 1.31 | 1.93 | 68% |
| Returns for 1 year | 25.68 | 27.33 | 94% |
| Returns for 3 years | 44.53 | 42.38 | 105% |
| Returns for 5 years | 44.26 | 31.08 | 142% |
| Returns for 10 years | 95.01 | 137.00 | 69% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SPSDX | 18.90 | 0.06 | +0.32% |
| Sterling Capital Behav Sm Cp Val Eq C | |||
| APHSX | 38.89 | 0.03 | +0.08% |
| Artisan Small Cap Institutional | |||
| CSAZX | 13.77 | -0.01 | -0.07% |
| Columbia Global Opportunities Inst | |||
| TRULX | 43.62 | -0.29 | -0.66% |
| T. Rowe Price US Large-Cap Core | |||
| LGMAX | 25.90 | -0.31 | -1.18% |
| Loomis Sayles Global Allocation A | |||