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

EXPENSES

Cost Per $10,000:
3-Year: $300
5-Year: $526
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: 12.38%    
68th
3-Year: 3.82%    
62th
5-Year: 6.88%    
56th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.56%    
63th
3-Year: 1.77%    
82th
5-Year: 3.02%    
100th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line