The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| TRZYX | |
| Total Expense Ratio | 0.00 |
| Annual Report Gross Expense Ratio | 1.15 |
| Fund Existence | 5 years |
| Gain YTD | 35.103 |
| Front Load | N/A |
| Min. Initial Investment | 0 |
| Min. Initial Investment IRA | N/A |
| Net Assets | 395M |
| Annual Yield % from dividends | 4.22 |
| Returns for 1 year | 13.34 |
| Returns for 3 years | 31.01 |
| Returns for 5 years | N/A |
| Returns for 10 years | N/A |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OAZEX | 22.67 | 0.16 | +0.71% |
| Oakmark International Small Cap R6 | |||
| RLBCX | 38.90 | 0.12 | +0.31% |
| American Funds American Balanced R3 | |||
| FSRAX | 8.79 | N/A | N/A |
| Fidelity Advisor Strategic Real Ret A | |||
| FCVCX | 15.54 | N/A | N/A |
| Fidelity Advisor Small Cap Value C | |||
| HADUX | 79.61 | N/A | N/A |
| Horizon Equity Premium Income Advisor | |||