HLDSX | PELNX | HLDSX / PELNX | |
Total Expense Ratio | 1.18 | 2.17 | 54% |
Annual Report Gross Expense Ratio | 1.73 | 2.22 | 78% |
Fund Existence | 14 years | 7 years | - |
Gain YTD | 9.578 | 11.109 | 86% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 27M | 1.65B | 2% |
Annual Yield % from dividends | 5.12 | 6.91 | 74% |
Returns for 1 year | 9.96 | 14.02 | 71% |
Returns for 3 years | 25.46 | 36.48 | 70% |
Returns for 5 years | 8.62 | 22.72 | 38% |
Returns for 10 years | 16.72 | N/A | - |