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 | 11.887 | 13.903 | 85% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 27.5M | 2.06B | 1% |
Annual Yield % from dividends | 4.94 | 6.78 | 73% |
Returns for 1 year | 10.54 | 14.32 | 74% |
Returns for 3 years | 33.28 | 42.71 | 78% |
Returns for 5 years | 11.11 | 24.90 | 45% |
Returns for 10 years | 19.47 | N/A | - |