| OSMAX | WIIGX | OSMAX / WIIGX | |
| Total Expense Ratio | 1.37 | 1.36 | 101% |
| Annual Report Gross Expense Ratio | 1.37 | 1.38 | 99% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 16.187 | 10.366 | 156% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 189M | 1,426% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 1.57 | -11.52 | -14% |
| Returns for 3 years | 5.56 | -5.18 | -107% |
| Returns for 5 years | -24.56 | -38.24 | 64% |
| Returns for 10 years | 17.53 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HWSZX | 76.81 | 1.33 | +1.76% |
| Hotchkis & Wiley Small Cap Value Z | |||
| IYBIX | 26.18 | 0.06 | +0.23% |
| Nomura Balanced Fund Class I | |||
| MSRRX | 61.70 | 0.10 | +0.16% |
| MFS Research R2 | |||
| FSEOX | 14.81 | 0.02 | +0.14% |
| Fidelity Advisor Sustainable U.S. Eq C | |||
| ECOIX | 10.95 | -0.01 | -0.09% |
| Redwheel Next Generation Power InfrasIns | |||