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

EXPENSES

Cost Per $10,000:
3-Year: $294
5-Year: $515
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16%    
56th
3-Year: 10.91%    
93th
5-Year: 11.04%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.93%    
34th
3-Year: 3.6%    
87th
5-Year: 0.17%    
47th
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MANAGEMENT

Fund Manager:
Name: Schwartz
Since: 05/01/2005

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line