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

EXPENSES

Cost Per $10,000:
3-Year: $485
5-Year: $849
10-Year: $1.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -1.72%    
7th
3-Year: 13.34%    
98th
5-Year: 15.65%    
97th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.88%    
10th
3-Year: 9.15%    
99th
5-Year: 7.59%    
99th
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MANAGEMENT

Fund Manager:
Name: Barbee
Since: 06/01/2000

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line