| BRIUX | VRTPX | BRIUX / VRTPX | |
| Total Expense Ratio | 0.80 | 0.08 | 1,000% |
| Annual Report Gross Expense Ratio | 0.88 | 0.08 | 1,100% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 13.752 | 13.900 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 10.7B | 3% |
| Annual Yield % from dividends | 1.42 | 3.52 | 40% |
| Returns for 1 year | 18.44 | 15.21 | 121% |
| Returns for 3 years | 45.34 | 30.89 | 147% |
| Returns for 5 years | 26.92 | 12.24 | 220% |
| Returns for 10 years | N/A | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PIEJX | 38.57 | 0.78 | +2.06% |
| Principal Glb Emerging Markets J | |||
| ODMCX | 10.32 | 0.05 | +0.49% |
| JPMorgan SMID Cap Equity C | |||
| RTSAX | 47.52 | 0.05 | +0.11% |
| Russell Inv Tax-Managed US Mid&Sm Cap A | |||
| MFQTX | 16.90 | -0.02 | -0.12% |
| AMG Veritas Global Focus I | |||
| VGYAX | 30.34 | -0.09 | -0.30% |
| Vanguard Global Wellesley Income Admiral | |||