| IPMSX | VIEIX | IPMSX / VIEIX | |
| Total Expense Ratio | 0.85 | 0.04 | 2,125% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 9.079 | 14.168 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 93.7B | 1% |
| Annual Yield % from dividends | 0.20 | 1.02 | 19% |
| Returns for 1 year | 19.43 | 26.88 | 72% |
| Returns for 3 years | 32.24 | 62.68 | 51% |
| Returns for 5 years | -5.60 | 28.72 | -20% |
| Returns for 10 years | 26.65 | 191.07 | 14% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TOTRX | 10.68 | 0.13 | +1.23% |
| Transamerica Mid Cap Value Opps R | |||
| GQHPX | 14.45 | 0.14 | +0.98% |
| GQG Partners US Quality Value Fund Inv | |||
| RTSCX | 39.29 | 0.34 | +0.87% |
| Russell Inv Tax-Managed US Mid&Sm Cap C | |||
| TSMDX | 17.59 | 0.15 | +0.86% |
| Trillium ESG Small/Mid Cap Institutional | |||
| MGTIX | 42.13 | 0.09 | +0.21% |
| MFS Massachusetts Inv Gr Stk I | |||