HLMSX | TRZKX | HLMSX / TRZKX | |
Total Expense Ratio | 1.31 | 0.00 | - |
Annual Report Gross Expense Ratio | 1.51 | 1.06 | 142% |
Fund Existence | 18 years | 4 years | - |
Gain YTD | 15.927 | 12.902 | 123% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 284M | 5.63B | 5% |
Annual Yield % from dividends | 1.03 | 3.49 | 29% |
Returns for 1 year | 8.27 | 8.72 | 95% |
Returns for 3 years | 15.89 | 18.98 | 84% |
Returns for 5 years | 23.69 | N/A | - |
Returns for 10 years | 46.18 | N/A | - |