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 | 1.222 | 1.610 | 76% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 1000 | 100,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 530M | 1.26B | 42% |
Annual Yield % from dividends | 5.52 | 3.64 | 152% |
Returns for 1 year | 13.59 | 19.14 | 71% |
Returns for 3 years | 38.95 | 55.88 | 70% |
Returns for 5 years | 122.72 | 143.03 | 86% |
Returns for 10 years | 19.33 | 18.06 | 107% |