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

EXPENSES

Cost Per $10,000:
3-Year: $229
5-Year: $402
10-Year: $915
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.49%    
85th
3-Year: 0.08%    
21th
5-Year: 10.46%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.31%    
80th
3-Year: -0.01%    
40th
5-Year: 0.46%    
50th
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MANAGEMENT

Fund Manager:
Name: Ruvinsky
Since: 03/01/2016

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line