| SWFCX | TRTIX | SWFCX / TRTIX | |
| Total Expense Ratio | 1.85 | 0.68 | 272% |
| Annual Report Gross Expense Ratio | 3.21 | 0.68 | 472% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 2.775 | 4.122 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 17.1B | 1% |
| Annual Yield % from dividends | 2.99 | 2.80 | 107% |
| Returns for 1 year | 51.84 | 51.05 | 102% |
| Returns for 3 years | 46.90 | 80.56 | 58% |
| Returns for 5 years | 23.46 | 94.29 | 25% |
| Returns for 10 years | 48.19 | 157.41 | 31% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KBE | 62.45 | 0.59 | +0.95% |
| State Street® SPDR® S&P® Bank ETF | |||
| BDBT | 25.53 | 0.04 | +0.16% |
| Bluemonte Core Bond ETF | |||
| PIPE | 23.83 | N/A | N/A |
| Invesco SteelPath MLP & Energy Infrastructure ETF | |||
| TOLL | 36.65 | -0.09 | -0.24% |
| Tema Durable Quality ETF | |||
| EOT | 17.28 | -0.07 | -0.40% |
| EATON VANCE NATIONAL Municipal OPPORTUNITIES TRUST | |||