INSIX | PMBCX | INSIX / PMBCX | |
Total Expense Ratio | 1.28 | 1.75 | 73% |
Annual Report Gross Expense Ratio | 1.97 | 1.75 | 113% |
Fund Existence | 11 years | 19 years | - |
Gain YTD | 22.776 | 4.758 | 479% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 18.3M | 33B | 0% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | 23.12 | 0.96 | 2,406% |
Returns for 3 years | 118.03 | 49.29 | 239% |
Returns for 5 years | 28.21 | 37.51 | 75% |
Returns for 10 years | 99.09 | 91.71 | 108% |