LIFEX | SFCWX | LIFEX / SFCWX | |
Total Expense Ratio | 1.15 | 0.65 | 177% |
Annual Report Gross Expense Ratio | 1.56 | 0.65 | 240% |
Fund Existence | 5 years | 9 years | - |
Gain YTD | 8.213 | 12.538 | 66% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 500000 | 1000000 | 50% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 41.6M | 81.9B | 0% |
Annual Yield % from dividends | 0.16 | 0.91 | 18% |
Returns for 1 year | 4.73 | 9.93 | 48% |
Returns for 3 years | 31.72 | 38.43 | 83% |
Returns for 5 years | 8.05 | 18.60 | 43% |
Returns for 10 years | N/A | N/A | - |