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 | 13.536 | 15.682 | 86% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 27.9M | 2.29B | 1% |
Annual Yield % from dividends | 5.07 | 6.86 | 74% |
Returns for 1 year | 8.63 | 12.44 | 69% |
Returns for 3 years | 27.48 | 35.24 | 78% |
Returns for 5 years | 10.90 | 24.78 | 44% |
Returns for 10 years | 27.81 | N/A | - |