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: 51.26%    
99th
3-Year: 9.82%    
74th
5-Year: 20.49%    
99th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 12.39%    
96th
3-Year: 0.6%    
43th
5-Year: 4.73%    
98th
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MANAGEMENT

Fund Manager:
Name: Kalra
Since: 07/01/2009

PORTFOLIO

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

Underlying data by Value Line