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 | 8.490 | 8.958 | 95% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 1000000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 594M | 1.33B | 45% |
Annual Yield % from dividends | 5.82 | 5.72 | 102% |
Returns for 1 year | 38.36 | 52.08 | 74% |
Returns for 3 years | 66.58 | 99.53 | 67% |
Returns for 5 years | 84.91 | 110.98 | 77% |
Returns for 10 years | 34.33 | N/A | - |