LOTAX | LOTCX | LOTAX / LOTCX | |
Total Expense Ratio | 2.02 | 2.77 | 73% |
Annual Report Gross Expense Ratio | 2.02 | 2.77 | 73% |
Fund Existence | 11 years | 11 years | - |
Gain YTD | 2.646 | 2.041 | 130% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2500 | 2500 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 304M | 304M | 100% |
Annual Yield % from dividends | 4.85 | 5.56 | 87% |
Returns for 1 year | 4.38 | 3.65 | 120% |
Returns for 3 years | -21.37 | -23.58 | 91% |
Returns for 5 years | 18.92 | 13.88 | 136% |
Returns for 10 years | 11.05 | 2.47 | 447% |