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

EXPENSES

Cost Per $10,000:
3-Year: $426
5-Year: $747
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 35.03%    
94th
3-Year: 22.86%    
98th
5-Year: 15.54%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.8%    
71th
3-Year: 4.58%    
93th
5-Year: 3.41%    
96th
Show Details

MANAGEMENT

Fund Manager:
Name: Akre
Since: 08/01/2009

PORTFOLIO

Show Details
Data on this page as of 12/31/2019.

Underlying data by Value Line