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 | 6.372 | 8.250 | 77% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 24.9M | 1.4B | 2% |
Annual Yield % from dividends | 5.19 | 6.93 | 75% |
Returns for 1 year | 6.96 | 9.77 | 71% |
Returns for 3 years | 18.68 | 29.18 | 64% |
Returns for 5 years | 15.92 | 29.92 | 53% |
Returns for 10 years | 10.07 | N/A | - |