SMFPX | SMLPX | SMFPX / SMLPX | |
Total Expense Ratio | 2.13 | 1.15 | 185% |
Annual Report Gross Expense Ratio | 2.13 | 1.15 | 185% |
Fund Existence | 12 years | 13 years | - |
Gain YTD | 7.802 | 8.068 | 97% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000 | 100000 | 1% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.35B | 1.35B | 100% |
Annual Yield % from dividends | 3.38 | 4.28 | 79% |
Returns for 1 year | 30.83 | 32.16 | 96% |
Returns for 3 years | 59.36 | 64.13 | 93% |
Returns for 5 years | 245.97 | 263.68 | 93% |
Returns for 10 years | 28.92 | 42.32 | 68% |