| SMFPX | TMCLX | SMFPX / TMCLX | |
| Total Expense Ratio | 2.09 | 2.35 | 89% |
| Annual Report Gross Expense Ratio | 2.13 | 2.35 | 91% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 18.828 | 19.127 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 155M | 903% |
| Annual Yield % from dividends | 2.85 | 2.85 | 100% |
| Returns for 1 year | 20.52 | 20.75 | 99% |
| Returns for 3 years | 89.53 | 81.94 | 109% |
| Returns for 5 years | 112.20 | 83.25 | 135% |
| Returns for 10 years | 132.15 | 86.17 | 153% |
| 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 | |||