SHLMX | TRZFX | SHLMX / TRZFX | |
Total Expense Ratio | 1.00 | 0.00 | - |
Annual Report Gross Expense Ratio | 1.65 | 0.77 | 214% |
Fund Existence | 15 years | 4 years | - |
Gain YTD | 7.342 | 7.531 | 97% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 14.3M | 281M | 5% |
Annual Yield % from dividends | 0.00 | 7.00 | - |
Returns for 1 year | 5.21 | 8.03 | 65% |
Returns for 3 years | 15.06 | 20.98 | 72% |
Returns for 5 years | 9.28 | N/A | - |
Returns for 10 years | 2.07 | N/A | - |