| LYRWX | TRTIX | LYRWX / TRTIX | |
| Total Expense Ratio | 1.04 | 0.68 | 153% |
| Annual Report Gross Expense Ratio | 4.44 | 0.68 | 653% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 9.307 | 15.130 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6M | 16.8B | 0% |
| Annual Yield % from dividends | 1.08 | 2.40 | 45% |
| Returns for 1 year | 6.93 | 23.05 | 30% |
| Returns for 3 years | 47.03 | 90.39 | 52% |
| Returns for 5 years | 26.45 | 95.37 | 28% |
| Returns for 10 years | N/A | 156.45 | - |