LIFIX | VIPIX | LIFIX / VIPIX | |
Total Expense Ratio | 0.59 | 0.07 | 843% |
Annual Report Gross Expense Ratio | 0.59 | 0.07 | 843% |
Fund Existence | 14 years | 22 years | - |
Gain YTD | 6.864 | 7.947 | 86% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 5000000 | 20% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 777M | 27.6B | 3% |
Annual Yield % from dividends | 4.86 | 4.11 | 118% |
Returns for 1 year | 7.31 | 6.24 | 117% |
Returns for 3 years | 18.01 | 15.87 | 113% |
Returns for 5 years | 29.11 | 8.32 | 350% |
Returns for 10 years | 45.65 | 32.08 | 142% |
1 Day | |||
---|---|---|---|
ETFs / NAME | Price $ | Chg $ | Chg % |
MVAL | 34.68 | N/A | N/A |
VanEck Morningstar Wide Moat Value ETF | |||
ALLW | 28.77 | -0.05 | -0.17% |
SPDR Bridgewater ALL Weather ETF | |||
PMO | 10.39 | -0.02 | -0.19% |
Putnam Municipal Opportunities Trust | |||
RWJ | 48.27 | -0.25 | -0.52% |
Invesco S&P SmallCap 600 Revenue ETF | |||
MVFD | 27.17 | -0.18 | -0.67% |
Monarch Volume Factor Dividend Tree ETF |