SIMYX | TROZX | SIMYX / TROZX | |
Total Expense Ratio | 1.08 | 0.00 | - |
Annual Report Gross Expense Ratio | 1.08 | 0.66 | 164% |
Fund Existence | 9 years | 5 years | - |
Gain YTD | 19.549 | 25.772 | 76% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 225M | 15.5B | 1% |
Annual Yield % from dividends | 4.34 | 2.85 | 152% |
Returns for 1 year | 17.45 | 21.83 | 80% |
Returns for 3 years | 47.70 | 78.84 | 61% |
Returns for 5 years | 49.28 | 99.12 | 50% |
Returns for 10 years | N/A | N/A | - |