FINVX | LIRTX | FINVX / LIRTX | |
Total Expense Ratio | 0.01 | 0.74 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.74 | 1% |
Fund Existence | 15 years | 10 years | - |
Gain YTD | 23.993 | 19.104 | 126% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.5B | 447M | 3,468% |
Annual Yield % from dividends | 3.95 | 3.02 | 130% |
Returns for 1 year | 19.66 | 16.16 | 122% |
Returns for 3 years | 59.06 | 38.36 | 154% |
Returns for 5 years | 135.03 | 86.18 | 157% |
Returns for 10 years | 77.36 | N/A | - |