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

EXPENSES

Cost Per $10,000:
3-Year: $223
5-Year: $391
10-Year: $889
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.87%    
46th
3-Year: 7.76%    
48th
5-Year: 6.55%    
58th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.45%    
100th
3-Year: 2.9%    
100th
5-Year: 1.97%    
98th
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MANAGEMENT

Fund Manager:
Name: Notkin
Since: 07/01/2003

PORTFOLIO

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Data on this page as of 12/31/2019.

Underlying data by Value Line