COIAX | LUBYX | COIAX / LUBYX | |
Total Expense Ratio | 0.30 | 0.28 | 107% |
Annual Report Gross Expense Ratio | 0.59 | 0.28 | 211% |
Fund Existence | 9 years | 9 years | - |
Gain YTD | 3.221 | 3.831 | 84% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 1000000 | 10% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 999M | 14.4B | 7% |
Annual Yield % from dividends | 4.32 | 4.79 | 90% |
Returns for 1 year | 4.43 | 5.24 | 84% |
Returns for 3 years | 15.12 | 18.11 | 83% |
Returns for 5 years | 15.87 | 17.06 | 93% |
Returns for 10 years | N/A | N/A | - |