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

EXPENSES

Cost Per $10,000:
3-Year: $268
5-Year: $470
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.06%    
10th
3-Year: -14.09%    
1th
5-Year: 1.7%    
20th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -11.99%    
5th
3-Year: -15.91%    
3th
5-Year: -8.1%    
2th
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MANAGEMENT

Fund Manager:
Name: Bonavico
Since: 01/01/2004

PORTFOLIO

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

Underlying data by Value Line