| TIRRX | VGSNX | TIRRX / VGSNX | |
| Total Expense Ratio | 0.63 | 0.11 | 573% |
| Annual Report Gross Expense Ratio | 0.69 | 0.11 | 627% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 15.648 | 13.898 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 71.3B | 1% |
| Annual Yield % from dividends | 2.76 | 3.53 | 78% |
| Returns for 1 year | 13.01 | 15.21 | 86% |
| Returns for 3 years | 6.04 | 30.79 | 20% |
| Returns for 5 years | -32.07 | 12.73 | -252% |
| Returns for 10 years | -48.77 | 54.84 | -89% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| KLCAX | 15.97 | 0.19 | +1.20% |
| Federated Hermes Kaufmann Large Cap A | |||
| JHTAX | 21.52 | 0.12 | +0.56% |
| JPMorgan Hedged Equity 3 A | |||
| CBSLX | 29.41 | 0.16 | +0.55% |
| ClearBridge Sustainability Leaders R | |||
| JVMCX | 29.06 | 0.01 | +0.03% |
| JHancock Disciplined Value Mid Cap C | |||
| MYIMX | 28.31 | -0.02 | -0.07% |
| Victory Integrity Mid-Cap Value Y | |||