| SVXLX | TROZX | SVXLX / TROZX | |
| Total Expense Ratio | 1.25 | 0.00 | - |
| Annual Report Gross Expense Ratio | 2.24 | 0.65 | 345% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 7.504 | 8.340 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 17.1B | 1% |
| Annual Yield % from dividends | 1.60 | 3.08 | 52% |
| Returns for 1 year | 45.92 | 51.63 | 89% |
| Returns for 3 years | 61.72 | 90.37 | 68% |
| Returns for 5 years | N/A | 110.11 | - |
| Returns for 10 years | N/A | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LBRIX | 30.13 | 0.14 | +0.47% |
| ClearBridge Dividend Strategy FI | |||
| FSCDX | 32.01 | N/A | N/A |
| Fidelity Advisor Small Cap A | |||
| VIOIX | 10.19 | N/A | N/A |
| VELA Income Opportunities I | |||
| USRTX | 33.62 | -0.13 | -0.39% |
| Horizon Multi-Factor U.S. Equity Advisor | |||
| STCAX | 17.53 | -0.37 | -2.07% |
| Virtus Silvant Large-Cap Growth Stk I | |||