| SSILX | TRTIX | SSILX / TRTIX | |
| Total Expense Ratio | 1.20 | 0.68 | 176% |
| Annual Report Gross Expense Ratio | 1.46 | 0.68 | 215% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 44.296 | 39.738 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 16.7B | 1% |
| Annual Yield % from dividends | 2.50 | 2.06 | 121% |
| Returns for 1 year | 44.14 | 39.82 | 111% |
| Returns for 3 years | 78.27 | 80.29 | 97% |
| Returns for 5 years | 74.67 | 88.38 | 84% |
| Returns for 10 years | 104.91 | 118.20 | 89% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IPFCX | 29.94 | 0.13 | +0.44% |
| Poplar Forest Cornerstone Investor | |||
| SVTAX | 10.70 | 0.03 | +0.28% |
| SEI Global Managed Volatility F (SIMT) | |||
| JATSX | 62.29 | 0.17 | +0.27% |
| Janus Henderson Glb Tech and Innovt S | |||
| BGFRX | 11.14 | 0.01 | +0.09% |
| William Blair Growth R6 | |||
| FSTLX | 34.92 | N/A | N/A |
| Federated Hermes MDT Large Cap Value R6 | |||