INFIX | SMFPX | INFIX / SMFPX | |
Total Expense Ratio | 1.12 | 2.12 | 53% |
Annual Report Gross Expense Ratio | 1.12 | 2.15 | 52% |
Fund Existence | 14 years | 12 years | - |
Gain YTD | 3.614 | 3.588 | 101% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 1000 | 100,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 600M | 1.29B | 47% |
Annual Yield % from dividends | 5.46 | 3.50 | 156% |
Returns for 1 year | 18.72 | 23.39 | 80% |
Returns for 3 years | 46.12 | 63.75 | 72% |
Returns for 5 years | 124.98 | 147.28 | 85% |
Returns for 10 years | 28.85 | 26.62 | 108% |