SVXYX | TRIGX | SVXYX / TRIGX | |
Total Expense Ratio | 1.00 | 0.87 | 115% |
Annual Report Gross Expense Ratio | 1.01 | 0.87 | 116% |
Fund Existence | 11 years | 27 years | - |
Gain YTD | 18.970 | 25.074 | 76% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 10000000 | 2500 | 400,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 173M | 15.5B | 1% |
Annual Yield % from dividends | 2.25 | 2.04 | 110% |
Returns for 1 year | 9.45 | 20.56 | 46% |
Returns for 3 years | 56.50 | 75.17 | 75% |
Returns for 5 years | N/A | 92.44 | - |
Returns for 10 years | N/A | 71.64 | - |