| SSIPX | TRTIX | SSIPX / TRTIX | |
| Total Expense Ratio | 0.95 | 0.68 | 140% |
| Annual Report Gross Expense Ratio | 1.19 | 0.68 | 175% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 7.218 | 8.287 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 17.1B | 1% |
| Annual Yield % from dividends | 6.30 | 2.62 | 241% |
| Returns for 1 year | 45.68 | 50.59 | 90% |
| Returns for 3 years | 78.02 | 86.65 | 90% |
| Returns for 5 years | 83.92 | 103.04 | 81% |
| Returns for 10 years | 150.41 | 165.49 | 91% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IVOSX | 17.85 | 0.03 | +0.17% |
| Nomura Mid Cap Income Opps R6 | |||
| FMDRX | 33.20 | 0.01 | +0.03% |
| Franklin Mutual Global Discovery R6 | |||
| FISPX | 8.70 | N/A | N/A |
| Federated Hermes Max-Cap Index IS | |||
| FIQVX | 38.32 | N/A | N/A |
| Fidelity Advisor Convertible Secs Z | |||
| QNTIX | 39.02 | N/A | N/A |
| Meeder Sector Rotation Institutional | |||