HLDSX | PELBX | HLDSX / PELBX | |
Total Expense Ratio | 1.18 | 1.60 | 74% |
Annual Report Gross Expense Ratio | 1.73 | 1.60 | 108% |
Fund Existence | 14 years | 19 years | - |
Gain YTD | 14.189 | 16.926 | 84% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 29.8M | 2.4B | 1% |
Annual Yield % from dividends | 4.89 | 6.90 | 71% |
Returns for 1 year | 8.77 | 13.18 | 67% |
Returns for 3 years | 29.72 | 40.30 | 74% |
Returns for 5 years | 11.34 | 26.28 | 43% |
Returns for 10 years | 34.92 | 60.58 | 58% |