| ALOIX | BISRX | ALOIX / BISRX | |
| Total Expense Ratio | 1.04 | 1.00 | 104% |
| Annual Report Gross Expense Ratio | 1.55 | 1.13 | 137% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 20.522 | 10.851 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.2M | 1.45B | 4% |
| Annual Yield % from dividends | 2.59 | 2.98 | 87% |
| Returns for 1 year | 31.45 | 14.71 | 214% |
| Returns for 3 years | 76.65 | 117.71 | 65% |
| Returns for 5 years | 19.19 | 142.15 | 14% |
| Returns for 10 years | 56.54 | 181.87 | 31% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RTXSX | 15.72 | 0.07 | +0.45% |
| Russell Inv Tax-Managed Real Assets S | |||
| ANVLX | 11.67 | 0.05 | +0.43% |
| American Century Non-US Intrs Val A | |||
| BITSX | 35.52 | -0.04 | -0.11% |
| iShares Total US Stock Market Idx Instl | |||
| SWPPX | 20.08 | -0.03 | -0.15% |
| Schwab® S&P 500 Index | |||
| REDWX | 19.64 | -0.06 | -0.30% |
| GreenFi Redwood Fund | |||