LUSNX | PRTBX | LUSNX / PRTBX | |
Total Expense Ratio | 0.53 | 0.65 | 82% |
Annual Report Gross Expense Ratio | 0.53 | 1.21 | 44% |
Fund Existence | 6 years | 38 years | - |
Gain YTD | 3.261 | 3.148 | 104% |
Front Load | 2% | N/A | - |
Min. Initial Investment | 1500 | 1000 | 150% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 14B | 12.2M | 114,754% |
Annual Yield % from dividends | 4.59 | 2.61 | 176% |
Returns for 1 year | 4.92 | 3.56 | 138% |
Returns for 3 years | 16.54 | 11.50 | 144% |
Returns for 5 years | 15.23 | 7.93 | 192% |
Returns for 10 years | N/A | 11.06 | - |