SPMHX | TORTX | SPMHX / TORTX | |
Total Expense Ratio | 2.76 | 1.17 | 236% |
Annual Report Gross Expense Ratio | 2.76 | 1.17 | 236% |
Fund Existence | 6 years | 14 years | - |
Gain YTD | 3.153 | 3.041 | 104% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 1000000 | 2500 | 40,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.1B | 3.2B | 34% |
Annual Yield % from dividends | 5.27 | 4.82 | 109% |
Returns for 1 year | 19.42 | 23.98 | 81% |
Returns for 3 years | 107.90 | 83.45 | 129% |
Returns for 5 years | 258.33 | 204.82 | 126% |
Returns for 10 years | N/A | 67.98 | - |