| PISQX | TRWTX | PISQX / TRWTX | |
| Total Expense Ratio | 0.74 | 0.76 | 97% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 5.086 | 6.079 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 4.54B | 5% |
| Annual Yield % from dividends | 2.81 | 3.65 | 77% |
| Returns for 1 year | 16.67 | 30.36 | 55% |
| Returns for 3 years | 24.15 | 50.19 | 48% |
| Returns for 5 years | 27.84 | 52.61 | 53% |
| Returns for 10 years | 87.08 | 112.80 | 77% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EIFVX | 22.11 | 0.20 | +0.91% |
| Eaton Vance Focused Value Opps I | |||
| VGWAX | 36.28 | 0.15 | +0.42% |
| Vanguard Global Wellington Admiral | |||
| BRSBX | 14.68 | 0.02 | +0.14% |
| MFS Blended Research Small Cap Eq B | |||
| GGOIX | 20.37 | -0.03 | -0.15% |
| Goldman Sachs Mid Cap Growth Instl | |||
| LGRRX | 28.23 | -0.68 | -2.35% |
| Loomis Sayles Growth A | |||