SMFPX | SMLPX | SMFPX / SMLPX | |
Total Expense Ratio | 2.12 | 1.09 | 194% |
Annual Report Gross Expense Ratio | 2.15 | 1.12 | 192% |
Fund Existence | 13 years | 13 years | - |
Gain YTD | 5.681 | 6.479 | 88% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000 | 100000 | 1% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.28B | 1.28B | 100% |
Annual Yield % from dividends | 3.37 | 4.35 | 77% |
Returns for 1 year | 11.37 | 12.49 | 91% |
Returns for 3 years | 70.53 | 75.68 | 93% |
Returns for 5 years | 181.40 | 195.33 | 93% |
Returns for 10 years | 60.51 | 77.29 | 78% |