| TRZKX | WISIX | TRZKX / WISIX | |
| Total Expense Ratio | 0.00 | 1.10 | - |
| Annual Report Gross Expense Ratio | 1.06 | 1.34 | 79% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 15.214 | 9.673 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7B | 135M | 5,187% |
| Annual Yield % from dividends | 2.48 | 0.58 | 427% |
| Returns for 1 year | 18.35 | 7.75 | 237% |
| Returns for 3 years | 55.56 | 38.12 | 146% |
| Returns for 5 years | -7.58 | -19.40 | 39% |
| Returns for 10 years | N/A | 18.88 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PMDDX | 22.95 | 0.10 | +0.44% |
| Principal Small-MidCap Dividend Inc C | |||
| JNOSX | 67.31 | N/A | N/A |
| Janus Henderson Overseas D | |||
| HIGCX | 20.41 | -0.02 | -0.10% |
| Carillon Eagle Growth & Income C | |||
| FBCJX | 313.82 | -0.65 | -0.21% |
| Fidelity Advisor Blue Chip Growth I | |||
| AGFCX | 17.79 | -0.05 | -0.28% |
| Alger Responsible Investing C | |||