LIFEX | SMCFX | LIFEX / SMCFX | |
Total Expense Ratio | 1.15 | 0.76 | 151% |
Annual Report Gross Expense Ratio | 1.56 | 0.76 | 205% |
Fund Existence | 5 years | 17 years | - |
Gain YTD | 4.757 | 8.732 | 54% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 500000 | 250 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 37M | 79.1B | 0% |
Annual Yield % from dividends | 0.17 | 0.83 | 20% |
Returns for 1 year | 3.59 | 10.67 | 34% |
Returns for 3 years | 32.57 | 35.86 | 91% |
Returns for 5 years | 20.47 | 23.35 | 88% |
Returns for 10 years | N/A | 51.92 | - |