| SIMYX | TRWTX | SIMYX / TRWTX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 1.10 | 0.76 | 145% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 1.118 | 2.861 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 4.48B | 5% |
| Annual Yield % from dividends | 3.13 | 3.84 | 82% |
| Returns for 1 year | 33.91 | 33.49 | 101% |
| Returns for 3 years | 52.08 | 47.29 | 110% |
| Returns for 5 years | 47.49 | 45.80 | 104% |
| Returns for 10 years | N/A | 104.31 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HNSGX | 16.73 | 0.07 | +0.42% |
| Harbor Small Cap Growth Retirement | |||
| FSUMX | 16.86 | N/A | N/A |
| Fidelity Series Sustainable U.S. Market | |||
| RTDTX | 13.39 | -0.03 | -0.22% |
| Russell Inv Multifactor US Equity M | |||
| PYEQX | 26.03 | -0.06 | -0.23% |
| Victory Pioneer Equity Income Y | |||
| LMPLX | 54.07 | -0.36 | -0.66% |
| ClearBridge Large Cap Growth R | |||