SPMVX | SPMWX | SPMVX / SPMWX | |
Total Expense Ratio | 6.28 | 6.84 | 92% |
Annual Report Gross Expense Ratio | 6.28 | 6.87 | 91% |
Fund Existence | 6 years | 6 years | - |
Gain YTD | 4.766 | 4.253 | 112% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 1000 | 100,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.05B | 2.05B | 100% |
Annual Yield % from dividends | 5.74 | 6.00 | 96% |
Returns for 1 year | 19.43 | 18.57 | 105% |
Returns for 3 years | 80.71 | 77.64 | 104% |
Returns for 5 years | 218.21 | 209.92 | 104% |
Returns for 10 years | N/A | N/A | - |