FINVX | TRTIX | FINVX / TRTIX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 15 years | 10 years | - |
Gain YTD | 8.725 | 8.626 | 101% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 500000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 14.6B | 12.6B | 116% |
Annual Yield % from dividends | 3.05 | 2.85 | 107% |
Returns for 1 year | 13.45 | 16.17 | 83% |
Returns for 3 years | 30.08 | 28.47 | 106% |
Returns for 5 years | 62.31 | 49.75 | 125% |
Returns for 10 years | 61.70 | N/A | - |