| FISMX | MYSIX | FISMX / MYSIX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 0.90 | 1.11 | 81% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 8.229 | 9.717 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 4.63B | 118% |
| Annual Yield % from dividends | 3.06 | 1.74 | 176% |
| Returns for 1 year | 12.82 | 17.05 | 75% |
| Returns for 3 years | 45.22 | 62.99 | 72% |
| Returns for 5 years | 28.87 | 29.36 | 98% |
| Returns for 10 years | 92.39 | 128.74 | 72% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RTLCX | 95.45 | 0.43 | +0.45% |
| Russell Inv Tax-Managed US Large Cap C | |||
| EDIIX | 12.47 | 0.02 | +0.16% |
| Eaton Vance Global Income Builder I | |||
| PRKCX | 7.96 | 0.01 | +0.13% |
| PGIM Real Estate Income C | |||
| SSIAX | 35.17 | 0.02 | +0.06% |
| 1919 Socially Responsive Balanced A | |||
| PPNPX | 16.54 | -0.14 | -0.84% |
| Principal SmallCap Growth I R5 | |||