SIMYX | TRTIX | SIMYX / TRTIX | |
Total Expense Ratio | 1.08 | 0.68 | 159% |
Annual Report Gross Expense Ratio | 1.08 | 0.68 | 159% |
Fund Existence | 9 years | 10 years | - |
Gain YTD | 12.876 | 13.742 | 94% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 500000 | 20% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 224M | 13.6B | 2% |
Annual Yield % from dividends | 4.80 | 2.54 | 189% |
Returns for 1 year | 17.49 | 17.43 | 100% |
Returns for 3 years | 28.33 | 45.17 | 63% |
Returns for 5 years | 56.42 | 104.16 | 54% |
Returns for 10 years | N/A | N/A | - |