CATZX | FKTIX | CATZX / FKTIX | |
Total Expense Ratio | 0.50 | 0.62 | 81% |
Annual Report Gross Expense Ratio | 0.57 | 0.62 | 92% |
Fund Existence | 15 years | 42 years | - |
Gain YTD | 2.608 | 2.964 | 88% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 2000 | 1000 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.63B | 8.01B | 20% |
Annual Yield % from dividends | 4.02 | 3.72 | 108% |
Returns for 1 year | 1.89 | 2.68 | 71% |
Returns for 3 years | 22.46 | 18.38 | 122% |
Returns for 5 years | 5.49 | 2.39 | 230% |
Returns for 10 years | 25.23 | 2.87 | 880% |