CALRX | FTHFX | CALRX / FTHFX | |
Total Expense Ratio | 0.86 | 0.63 | 137% |
Annual Report Gross Expense Ratio | 0.86 | 0.63 | 137% |
Fund Existence | 6 years | 14 years | - |
Gain YTD | -2.948 | -2.884 | 102% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000000 | 1000000 | 500% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.5B | 10B | 25% |
Annual Yield % from dividends | 0.32 | 0.79 | 41% |
Returns for 1 year | 5.28 | -1.67 | -317% |
Returns for 3 years | 14.78 | 29.39 | 50% |
Returns for 5 years | 36.78 | 79.80 | 46% |
Returns for 10 years | N/A | 136.67 | - |