LUBYX | PLUAX | LUBYX / PLUAX | |
Total Expense Ratio | 0.28 | 0.58 | 48% |
Annual Report Gross Expense Ratio | 0.28 | 0.58 | 48% |
Fund Existence | 9 years | 2 years | - |
Gain YTD | 3.831 | 4.052 | 95% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 1000 | 100,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 14.4B | 28.3M | 50,883% |
Annual Yield % from dividends | 4.79 | 4.36 | 110% |
Returns for 1 year | 5.24 | 5.21 | 101% |
Returns for 3 years | 18.11 | N/A | - |
Returns for 5 years | 17.06 | N/A | - |
Returns for 10 years | N/A | N/A | - |