| SSIPX | TRTIX | SSIPX / TRTIX | |
| Total Expense Ratio | 0.95 | 0.68 | 140% |
| Annual Report Gross Expense Ratio | 1.21 | 0.68 | 178% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 44.793 | 39.738 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 16.7B | 1% |
| Annual Yield % from dividends | 2.77 | 2.06 | 134% |
| Returns for 1 year | 44.76 | 39.82 | 112% |
| Returns for 3 years | 84.31 | 80.29 | 105% |
| Returns for 5 years | 82.37 | 88.38 | 93% |
| Returns for 10 years | 117.87 | 118.20 | 100% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MMCRX | 17.43 | 0.06 | +0.35% |
| Madison Mid Cap R6 | |||
| LZSCX | 11.90 | 0.04 | +0.34% |
| Lazard US Small Cap Equity Select Instl | |||
| GWGIX | 19.68 | 0.05 | +0.25% |
| AMG GW&K Small Mid Cap Core I | |||
| SIMYX | 13.90 | 0.01 | +0.07% |
| SEI Tax-Managed Intl Mgd Vol Y (SIMT) | |||
| SVACX | 6.37 | N/A | N/A |
| Federated Hermes Strategic Value Div C | |||