| LSIUX | TRTIX | LSIUX / TRTIX | |
| Total Expense Ratio | 0.84 | 0.68 | 124% |
| Annual Report Gross Expense Ratio | 0.97 | 0.68 | 143% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 8.388 | 8.287 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 17.1B | 1% |
| Annual Yield % from dividends | 4.12 | 2.62 | 158% |
| Returns for 1 year | 46.09 | 50.59 | 91% |
| Returns for 3 years | 60.76 | 86.65 | 70% |
| Returns for 5 years | 82.54 | 103.04 | 80% |
| Returns for 10 years | 128.91 | 165.49 | 78% |