CAREX | SFCWX | CAREX / SFCWX | |
Total Expense Ratio | 1.40 | 0.65 | 215% |
Annual Report Gross Expense Ratio | 2.13 | 0.65 | 328% |
Fund Existence | 5 years | 8 years | - |
Gain YTD | 4.241 | 9.168 | 46% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 36.7M | 79.1B | 0% |
Annual Yield % from dividends | 0.00 | 0.94 | - |
Returns for 1 year | 1.67 | 10.20 | 16% |
Returns for 3 years | 30.73 | 36.37 | 85% |
Returns for 5 years | 12.75 | 21.98 | 58% |
Returns for 10 years | 107.24 | N/A | - |