| MWCRX | NTBIX | MWCRX / NTBIX | |
| Total Expense Ratio | 1.03 | 1.07 | 96% |
| Annual Report Gross Expense Ratio | 1.03 | 1.09 | 94% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 6.901 | 1.955 | 353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 25000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 7.57B | 36% |
| Annual Yield % from dividends | 5.68 | 5.68 | 100% |
| Returns for 1 year | 7.58 | 2.49 | 304% |
| Returns for 3 years | 25.59 | 23.01 | 111% |
| Returns for 5 years | 12.74 | 9.69 | 131% |
| Returns for 10 years | 31.15 | 44.58 | 70% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIVQX | 13.52 | N/A | N/A |
| Fidelity Advisor International Value I | |||
| JABRX | 51.15 | N/A | N/A |
| Janus Henderson Balanced S | |||
| WCMGX | 33.16 | N/A | N/A |
| First Trust WCM Focused Global Gr Inst | |||
| VRREX | 19.17 | N/A | N/A |
| Virtus Duff & Phelps Real Estate Secs R6 | |||
| ABPZX | 13.14 | N/A | N/A |
| AB Sustainable Thematic Balanced Port Z | |||