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 | 28.054 | 25.772 | 109% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 113M | 15.5B | 1% |
Annual Yield % from dividends | 2.95 | 2.85 | 103% |
Returns for 1 year | 16.00 | 21.83 | 73% |
Returns for 3 years | 46.55 | 78.84 | 59% |
Returns for 5 years | 35.14 | 99.12 | 35% |
Returns for 10 years | 16.75 | N/A | - |