HLDSX | PELCX | HLDSX / PELCX | |
Total Expense Ratio | 1.18 | 2.75 | 43% |
Annual Report Gross Expense Ratio | 1.73 | 2.75 | 63% |
Fund Existence | 14 years | 18 years | - |
Gain YTD | 14.189 | 16.035 | 88% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 29.8M | 2.4B | 1% |
Annual Yield % from dividends | 4.89 | 5.81 | 84% |
Returns for 1 year | 8.77 | 11.89 | 74% |
Returns for 3 years | 29.72 | 35.52 | 84% |
Returns for 5 years | 11.34 | 19.17 | 59% |
Returns for 10 years | 34.92 | 42.94 | 81% |