| NMFIX | RGSVX | NMFIX / RGSVX | |
| Total Expense Ratio | 0.97 | 0.86 | 113% |
| Annual Report Gross Expense Ratio | 1.02 | 1.06 | 96% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 6.574 | 8.944 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 959M | 168M | 571% |
| Annual Yield % from dividends | 2.37 | 3.28 | 72% |
| Returns for 1 year | 6.93 | 15.92 | 44% |
| Returns for 3 years | 37.66 | 50.51 | 75% |
| Returns for 5 years | 20.28 | 40.63 | 50% |
| Returns for 10 years | 54.00 | 115.80 | 47% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FBONX | 40.47 | 0.10 | +0.25% |
| American Funds American Balanced 529-F-3 | |||
| LMTIX | 30.61 | N/A | N/A |
| Franklin U.S. Large Cap Equity I | |||
| PREFX | 92.16 | N/A | N/A |
| T. Rowe Price Tax-Efficient Equity | |||
| HOOFX | 33.94 | N/A | N/A |
| Hartford Schroders US Small Cap Opps F | |||
| FTXCX | 60.86 | N/A | N/A |
| FullerThaler Behavioral Sm-Cp Gr C | |||