| SWRLX | TRTIX | SWRLX / TRTIX | |
| Total Expense Ratio | 1.26 | 0.68 | 185% |
| Annual Report Gross Expense Ratio | 1.51 | 0.68 | 222% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 7.861 | 7.650 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 17.1B | 1% |
| Annual Yield % from dividends | 2.86 | 2.62 | 109% |
| Returns for 1 year | 52.84 | 47.92 | 110% |
| Returns for 3 years | 57.11 | 85.55 | 67% |
| Returns for 5 years | 38.67 | 102.40 | 38% |
| Returns for 10 years | 69.83 | 163.93 | 43% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PAHUX | 7.72 | 0.08 | +1.05% |
| PGIM Jennison NextGeneration Glb Opps Z | |||
| NEEIX | 75.70 | 0.78 | +1.04% |
| Needham Growth Institutional | |||
| PIIFX | 36.17 | 0.16 | +0.44% |
| Victory Pioneer International Equ A | |||
| TAGRX | 65.77 | 0.09 | +0.14% |
| JHancock Fundamental Large Cap Core A | |||
| WHGOX | 13.26 | 0.01 | +0.08% |
| Westwood Income Opportunity Ultra | |||