| SSILX | TROZX | SSILX / TROZX | |
| Total Expense Ratio | 1.20 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.46 | 0.66 | 221% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 2.907 | 4.276 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 17.1B | 1% |
| Annual Yield % from dividends | 6.16 | 3.30 | 187% |
| Returns for 1 year | 43.50 | 50.43 | 86% |
| Returns for 3 years | 68.53 | 84.46 | 81% |
| Returns for 5 years | 67.16 | 101.26 | 66% |
| Returns for 10 years | 126.19 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GWGVX | 20.74 | 0.28 | +1.37% |
| AMG GW&K Small Mid Cap Core N | |||
| UBVLX | 82.67 | 0.66 | +0.80% |
| Undiscovered Managers Behavioral Val L | |||
| NRILX | 15.80 | 0.06 | +0.38% |
| Neuberger International Sel R6 | |||
| TFAFX | 13.11 | 0.03 | +0.23% |
| Tactical Growth Allocation I | |||
| FTINX | 12.95 | N/A | N/A |
| Fidelity Advisor Asset Manager 30% I | |||