SUFCX
ActiveSUFCX
Expense Ratio
2.58%
Annual Cost per $10K
$258.00
30-Year Fee Drag per $10K
$39,520
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+30.28%
Asset Allocation
No allocation data available
Fee Comparison
SUFCX
2.58%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of September 2024 · Updated quarterly
+6.34%3Y
Compare to
Fee Impact Calculator
$
%
SUFCX at 2.58%$183,012
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$197,600
Cost vs index fund−$194,412
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