| SIDVX | TRTIX | SIDVX / TRTIX | |
| Total Expense Ratio | 1.12 | 0.68 | 165% |
| Annual Report Gross Expense Ratio | 1.12 | 0.68 | 165% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 40.377 | 40.095 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 16.7B | 17% |
| Annual Yield % from dividends | 2.07 | 2.06 | 100% |
| Returns for 1 year | 39.82 | 39.60 | 101% |
| Returns for 3 years | 68.81 | 80.36 | 86% |
| Returns for 5 years | 70.86 | 88.87 | 80% |
| Returns for 10 years | 108.69 | 116.95 | 93% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ADGAX | 23.62 | 0.02 | +0.08% |
| AB Core Opportunities A | |||
| TMMAX | 15.27 | N/A | N/A |
| SEI Tax-Managed Mgd Volatility F (SIMT) | |||
| GRMAX | 30.84 | -0.01 | -0.03% |
| Nationwide S&P 500 Index A | |||
| PQJCX | 14.89 | -0.03 | -0.20% |
| PGIM Jennison Small-Cap Core Equity R6 | |||
| BMGKX | 37.26 | -0.19 | -0.51% |
| BlackRock Mid-Cap Growth Equity K | |||