HLDSX | TRZFX | HLDSX / TRZFX | |
Total Expense Ratio | 1.18 | 0.00 | - |
Annual Report Gross Expense Ratio | 1.73 | 0.77 | 225% |
Fund Existence | 14 years | 4 years | - |
Gain YTD | 9.578 | 10.435 | 92% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 27M | 290M | 9% |
Annual Yield % from dividends | 5.12 | 6.88 | 74% |
Returns for 1 year | 9.96 | 11.88 | 84% |
Returns for 3 years | 25.46 | 28.05 | 91% |
Returns for 5 years | 8.62 | N/A | - |
Returns for 10 years | 16.72 | N/A | - |