INFIX | SMRPX | INFIX / SMRPX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 14 years | 9 years | - |
Gain YTD | 24.274 | 37.033 | 66% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 1000000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 544M | 1.2B | 45% |
Annual Yield % from dividends | 5.82 | 5.72 | 102% |
Returns for 1 year | 24.11 | 37.91 | 64% |
Returns for 3 years | 57.02 | 85.84 | 66% |
Returns for 5 years | 65.77 | 88.77 | 74% |
Returns for 10 years | 20.47 | N/A | - |