LIFEX | SFCWX | LIFEX / SFCWX | |
Total Expense Ratio | 1.15 | 0.65 | 177% |
Annual Report Gross Expense Ratio | 1.56 | 0.65 | 240% |
Fund Existence | 5 years | 9 years | - |
Gain YTD | 4.820 | 9.923 | 49% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 500000 | 1000000 | 50% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 39.2M | 80.3B | 0% |
Annual Yield % from dividends | 0.17 | 0.94 | 18% |
Returns for 1 year | 3.20 | 10.67 | 30% |
Returns for 3 years | 17.96 | 22.71 | 79% |
Returns for 5 years | 6.45 | 17.32 | 37% |
Returns for 10 years | N/A | N/A | - |