HLDSX | PELCX | HLDSX / PELCX | |
Total Expense Ratio | 1.18 | 3.17 | 37% |
Annual Report Gross Expense Ratio | 1.73 | 3.17 | 55% |
Fund Existence | 14 years | 18 years | - |
Gain YTD | 13.536 | 15.016 | 90% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 27.9M | 2.29B | 1% |
Annual Yield % from dividends | 5.07 | 5.90 | 86% |
Returns for 1 year | 8.63 | 11.32 | 76% |
Returns for 3 years | 27.48 | 31.22 | 88% |
Returns for 5 years | 10.90 | 18.66 | 58% |
Returns for 10 years | 27.81 | 34.49 | 81% |