HLDSX | PELPX | HLDSX / PELPX | |
Total Expense Ratio | 1.18 | 2.12 | 56% |
Annual Report Gross Expense Ratio | 1.73 | 2.12 | 82% |
Fund Existence | 14 years | 17 years | - |
Gain YTD | 13.536 | 15.715 | 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 | 6.91 | 73% |
Returns for 1 year | 8.63 | 12.50 | 69% |
Returns for 3 years | 27.48 | 35.44 | 78% |
Returns for 5 years | 10.90 | 25.09 | 43% |
Returns for 10 years | 27.81 | 49.58 | 56% |