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

EXPENSES

Cost Per $10,000:
3-Year: $233
5-Year: $408
10-Year: $928
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.41%    
9th
3-Year: 1.22%    
43th
5-Year: 6.73%    
54th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -10.63%    
1th
3-Year: -1.81%    
22th
5-Year: -0.13%    
46th
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MANAGEMENT

Fund Manager:
Name: Bruce
Since: 12/01/1983

PORTFOLIO

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

Underlying data by Value Line