| NLSIX | WPOIX | NLSIX / WPOIX | |
| Total Expense Ratio | 1.32 | 1.93 | 68% |
| Annual Report Gross Expense Ratio | 1.32 | 1.93 | 68% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 7.200 | -0.756 | -953% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.05B | 379M | 2,123% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 8.50 | -8.66 | -98% |
| Returns for 3 years | 22.29 | 3.41 | 653% |
| Returns for 5 years | 22.88 | -23.45 | -98% |
| Returns for 10 years | 62.15 | -16.64 | -373% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TVRRX | 79.44 | 0.36 | +0.46% |
| Thornburg Small/Mid Cap Core R5 | |||
| WSMRX | 26.83 | 0.08 | +0.30% |
| William Blair Small-Mid Cap Growth R6 | |||
| ZDIVX | 28.28 | N/A | N/A |
| Zacks Dividend Investor | |||
| OIGCX | 31.39 | -0.20 | -0.63% |
| Invesco International Growth C | |||
| FNFPX | 72.37 | -0.64 | -0.88% |
| American Funds New Perspective 529-F-3 | |||