| MWSTX | NTBIX | MWSTX / NTBIX | |
| Total Expense Ratio | 1.04 | 1.07 | 97% |
| Annual Report Gross Expense Ratio | 1.51 | 1.09 | 139% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 6.678 | 1.955 | 342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 25000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.1M | 7.57B | 1% |
| Annual Yield % from dividends | 6.54 | 5.68 | 115% |
| Returns for 1 year | 7.61 | 2.49 | 305% |
| Returns for 3 years | 27.99 | 23.01 | 122% |
| Returns for 5 years | 20.19 | 9.69 | 208% |
| Returns for 10 years | 40.01 | 44.58 | 90% |
| 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 | |||