SIMYX | TRTIX | SIMYX / TRTIX | |
Total Expense Ratio | 1.08 | 0.68 | 159% |
Annual Report Gross Expense Ratio | 1.08 | 0.68 | 159% |
Fund Existence | 9 years | 10 years | - |
Gain YTD | 24.812 | 32.897 | 75% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 500000 | 20% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 228M | 16.2B | 1% |
Annual Yield % from dividends | 4.24 | 2.18 | 194% |
Returns for 1 year | 18.26 | 28.53 | 64% |
Returns for 3 years | 56.63 | 86.01 | 66% |
Returns for 5 years | 52.68 | 101.59 | 52% |
Returns for 10 years | N/A | 100.03 | - |