| SWRLX | TRWTX | SWRLX / TRWTX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 7.861 | 6.118 | 128% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 4.51B | 4% |
| Annual Yield % from dividends | 2.86 | 3.65 | 78% |
| Returns for 1 year | 52.84 | 29.01 | 182% |
| Returns for 3 years | 57.11 | 50.25 | 114% |
| Returns for 5 years | 38.67 | 53.51 | 72% |
| Returns for 10 years | 69.83 | 112.87 | 62% |
| 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 | |||