| 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 | 11.337 | 12.962 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3M | 17B | 0% |
| Annual Yield % from dividends | 1.08 | 2.52 | 43% |
| Returns for 1 year | 12.80 | 28.51 | 45% |
| Returns for 3 years | 41.73 | 83.95 | 50% |
| Returns for 5 years | 31.12 | 94.24 | 33% |
| Returns for 10 years | N/A | 158.80 | - |