MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $139
5-Year: $243
10-Year: $554
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.19%    
70th
3-Year: 7.53%    
89th
5-Year: 10.95%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.9%    
77th
3-Year: 2.92%    
90th
5-Year: 2.72%    
89th
Show Details

MANAGEMENT

Fund Manager:
Name: Greenberg
Since: 02/01/2005

PORTFOLIO

Show Details
Data on this page as of 12/31/2024.

Underlying data by Value Line