| SMFPX | SMRPX | SMFPX / SMRPX | |
| Total Expense Ratio | 2.09 | 0.99 | 211% |
| Annual Report Gross Expense Ratio | 2.13 | 1.03 | 207% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 18.828 | 19.426 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.39B | 100% |
| Annual Yield % from dividends | 2.85 | 3.91 | 73% |
| Returns for 1 year | 20.52 | 21.93 | 94% |
| Returns for 3 years | 89.53 | 95.57 | 94% |
| Returns for 5 years | 112.20 | 123.73 | 91% |
| Returns for 10 years | 132.15 | 158.53 | 83% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FNFWX | 110.49 | 0.58 | +0.53% |
| American Funds New World 529-F-2 | |||
| GSATX | 41.81 | N/A | N/A |
| Goldman Sachs Small Cp Val Insghts A | |||
| CCSGX | 22.46 | N/A | N/A |
| Conestoga SMid Cap Institutional | |||
| IHOFX | 24.20 | N/A | N/A |
| Hartford International Opportunities F | |||
| PHLOX | 12.38 | -0.20 | -1.59% |
| Philotimo Focused Growth and Income | |||