FINVX | TRTIX | FINVX / TRTIX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 15 years | 9 years | - |
Gain YTD | 2.181 | 1.428 | 153% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 500000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 14B | 11.8B | 119% |
Annual Yield % from dividends | 3.05 | 2.85 | 107% |
Returns for 1 year | 11.28 | 12.44 | 91% |
Returns for 3 years | 17.70 | 16.08 | 110% |
Returns for 5 years | 47.79 | 34.81 | 137% |
Returns for 10 years | 62.02 | N/A | - |