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 | -2.007 | -1.675 | 120% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000 | 100000 | 1% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.22B | 1.22B | 100% |
Annual Yield % from dividends | 3.38 | 4.28 | 79% |
Returns for 1 year | 18.79 | 20.11 | 93% |
Returns for 3 years | 51.07 | 55.72 | 92% |
Returns for 5 years | 162.64 | 175.97 | 92% |
Returns for 10 years | 12.86 | 24.64 | 52% |