| IDIVX | RMEBX | IDIVX / RMEBX | |
| Total Expense Ratio | 0.95 | 1.07 | 89% |
| Annual Report Gross Expense Ratio | 1.40 | 1.07 | 131% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 14.706 | 6.105 | 241% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753M | 117B | 1% |
| Annual Yield % from dividends | 2.39 | 1.04 | 231% |
| Returns for 1 year | 25.05 | 9.70 | 258% |
| Returns for 3 years | 55.21 | 31.94 | 173% |
| Returns for 5 years | 79.83 | 36.68 | 218% |
| Returns for 10 years | 129.16 | 91.94 | 140% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FOCIX | 15.38 | -0.08 | -0.52% |
| Fairholme Focused Income | |||
| RCGTX | 17.38 | -0.10 | -0.57% |
| Virtus Zevenbergen Technology C | |||
| GUSYX | 22.73 | -0.16 | -0.70% |
| Grandeur Peak US Stalwarts Institutional | |||
| TIIRX | 30.01 | -0.29 | -0.96% |
| Nuveen Core Equity A | |||
| SVTAX | 10.74 | -0.11 | -1.01% |
| SEI Global Managed Volatility F (SIMT) | |||