| LYRWX | TRTIX | LYRWX / TRTIX | |
| Total Expense Ratio | 1.04 | 0.68 | 153% |
| Annual Report Gross Expense Ratio | 4.44 | 0.68 | 653% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 10.357 | 15.852 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38M | 17B | 0% |
| Annual Yield % from dividends | 1.09 | 2.42 | 45% |
| Returns for 1 year | 13.56 | 32.61 | 42% |
| Returns for 3 years | 40.48 | 86.76 | 47% |
| Returns for 5 years | 31.05 | 101.12 | 31% |
| Returns for 10 years | N/A | 162.59 | - |