| BIRDX | BKRDX | BIRDX / BKRDX | |
| Total Expense Ratio | 0.31 | 0.26 | 119% |
| Annual Report Gross Expense Ratio | 0.39 | 0.37 | 105% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 9.742 | 9.780 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 308M | 100% |
| Annual Yield % from dividends | 4.53 | 4.59 | 99% |
| Returns for 1 year | 10.79 | 10.87 | 99% |
| Returns for 3 years | 10.18 | 10.35 | 98% |
| Returns for 5 years | -11.40 | -11.12 | 102% |
| Returns for 10 years | 24.08 | 24.74 | 97% |