ALTFX | RPEBX | ALTFX / RPEBX | |
Total Expense Ratio | 1.02 | 1.21 | 84% |
Annual Report Gross Expense Ratio | 1.03 | 1.21 | 85% |
Fund Existence | 43 years | 11 years | - |
Gain YTD | 6.971 | 15.057 | 46% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 2500 | 250 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.62B | 159B | 1% |
Annual Yield % from dividends | 0.00 | 0.12 | - |
Returns for 1 year | -3.98 | 13.00 | -31% |
Returns for 3 years | 7.96 | 32.98 | 24% |
Returns for 5 years | 5.51 | 35.37 | 16% |
Returns for 10 years | 78.40 | 80.78 | 97% |