| TBCUX | TRWTX | TBCUX / TRWTX | |
| Total Expense Ratio | 1.42 | 0.76 | 187% |
| Annual Report Gross Expense Ratio | 1.43 | 0.76 | 188% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 3.595 | 3.655 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 4.46B | 4% |
| Annual Yield % from dividends | 2.34 | 3.84 | 61% |
| Returns for 1 year | 24.40 | 31.71 | 77% |
| Returns for 3 years | 11.02 | 48.43 | 23% |
| Returns for 5 years | 17.11 | 49.05 | 35% |
| Returns for 10 years | 64.26 | 105.89 | 61% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SSDAX | 35.95 | 0.51 | +1.44% |
| DWS Small Cap Growth A | |||
| SEQAX | 17.52 | 0.09 | +0.52% |
| NAA World Equity Income A | |||
| TSNRX | 20.58 | 0.09 | +0.44% |
| Touchstone Sands Capital Select Gr R6 | |||
| JDEAX | 47.71 | 0.09 | +0.19% |
| JPMorgan US Research Enhanced Equity A | |||
| SDYAX | 16.62 | 0.02 | +0.12% |
| SEI Dynamic Asset Allocation F (SIMT) | |||