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: 26.75%    
64th
3-Year: -2.1%    
6th
5-Year: 7.06%    
53th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.7%    
74th
3-Year: -5.8%    
15th
5-Year: -1.33%    
25th
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MANAGEMENT

Fund Manager:
Name: Kaul
Since: 10/01/2005

PORTFOLIO

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

Underlying data by Value Line