FINVX | LIRTX | FINVX / LIRTX | |
Total Expense Ratio | 0.01 | 0.76 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.76 | 1% |
Fund Existence | 15 years | 10 years | - |
Gain YTD | 12.081 | 8.681 | 139% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.4B | 410M | 3,756% |
Annual Yield % from dividends | 4.09 | 3.12 | 131% |
Returns for 1 year | 14.74 | 14.51 | 102% |
Returns for 3 years | 37.43 | 20.15 | 186% |
Returns for 5 years | 118.79 | 70.81 | 168% |
Returns for 10 years | 65.09 | N/A | - |