SWRLX | TRTIX | SWRLX / TRTIX | |
Total Expense Ratio | 1.27 | 0.68 | 187% |
Annual Report Gross Expense Ratio | 1.48 | 0.68 | 218% |
Fund Existence | 32 years | 10 years | - |
Gain YTD | 29.403 | 26.889 | 109% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 500000 | 1% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 115M | 15.8B | 1% |
Annual Yield % from dividends | 2.95 | 2.27 | 130% |
Returns for 1 year | 19.36 | 25.38 | 76% |
Returns for 3 years | 46.65 | 72.99 | 64% |
Returns for 5 years | 39.67 | 100.52 | 39% |
Returns for 10 years | 21.78 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
GMZPX | 35.44 | 0.40 | +1.14% |
Goldman Sachs Large Cap Gr Insghts P | |||
BGRFX | 87.45 | 0.58 | +0.67% |
Baron Growth Retail | |||
VSFCX | 21.62 | 0.13 | +0.60% |
Federated Hermes Clover Small Value C | |||
TIHJX | 13.77 | 0.02 | +0.15% |
Transamerica International Stock R6 | |||
MRJIX | 10.92 | -0.02 | -0.18% |
Morgan Stanley Multi-Asset Real Return I |