LIFEX | SMCWX | LIFEX / SMCWX | |
Total Expense Ratio | 1.15 | 1.04 | 111% |
Annual Report Gross Expense Ratio | 1.56 | 1.04 | 150% |
Fund Existence | 6 years | 35 years | - |
Gain YTD | 10.852 | 10.811 | 100% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 500000 | 250 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 42.4M | 80.9B | 0% |
Annual Yield % from dividends | 0.16 | 0.57 | 28% |
Returns for 1 year | 6.00 | 6.40 | 94% |
Returns for 3 years | 44.53 | 40.93 | 109% |
Returns for 5 years | -1.11 | 8.37 | -13% |
Returns for 10 years | N/A | 62.33 | - |