| SWRLX | TRWTX | SWRLX / TRWTX | |
| Total Expense Ratio | 1.27 | 0.76 | 167% |
| Annual Report Gross Expense Ratio | 1.48 | 0.76 | 195% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 47.230 | 29.228 | 162% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 4.54B | 3% |
| Annual Yield % from dividends | 2.68 | 2.19 | 122% |
| Returns for 1 year | 34.87 | 27.56 | 127% |
| Returns for 3 years | 63.05 | 55.44 | 114% |
| Returns for 5 years | 40.83 | 59.57 | 69% |
| Returns for 10 years | 43.95 | 83.33 | 53% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PXNIX | 12.79 | 0.09 | +0.71% |
| Impax International Sust Econ Instl | |||
| CZMVX | 17.04 | 0.07 | +0.41% |
| Multi-Manager Value Strategies Inst | |||
| SCYVX | 14.67 | -0.01 | -0.07% |
| AB Small Cap Value Advisor | |||
| VKSEX | 9.88 | -0.01 | -0.10% |
| Virtus KAR Small-Mid Cap Value C | |||
| FMEFX | 44.55 | -0.08 | -0.18% |
| Nuveen Small/Mid Cap Growth Opp R6 | |||