SMFPX | TORTX | SMFPX / TORTX | |
Total Expense Ratio | 2.12 | 1.17 | 181% |
Annual Report Gross Expense Ratio | 2.15 | 1.17 | 184% |
Fund Existence | 12 years | 14 years | - |
Gain YTD | 1.906 | 2.339 | 82% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.26B | 3.18B | 40% |
Annual Yield % from dividends | 3.50 | 4.82 | 73% |
Returns for 1 year | 21.67 | 27.56 | 79% |
Returns for 3 years | 45.23 | 52.83 | 86% |
Returns for 5 years | 115.36 | 151.14 | 76% |
Returns for 10 years | 24.37 | 70.04 | 35% |