SWRLX | TROZX | SWRLX / TROZX | |
Total Expense Ratio | 1.27 | 0.00 | - |
Annual Report Gross Expense Ratio | 1.48 | 0.66 | 224% |
Fund Existence | 32 years | 5 years | - |
Gain YTD | 26.491 | 24.466 | 108% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 113M | 15.1B | 1% |
Annual Yield % from dividends | 3.06 | 2.94 | 104% |
Returns for 1 year | 18.85 | 26.32 | 72% |
Returns for 3 years | 40.08 | 69.68 | 58% |
Returns for 5 years | 39.39 | 106.80 | 37% |
Returns for 10 years | 16.85 | N/A | - |