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

EXPENSES

Cost Per $10,000:
3-Year: $362
5-Year: $634
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.65%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -1.78%    
13th
3-Year: 1.48%    
17th
5-Year: 4.39%    
34th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -12.11%    
3th
3-Year: -5.3%    
4th
5-Year: -3.03%    
8th
Show Details

MANAGEMENT

Fund Manager:
Name: Perks
Since: 05/01/2002

PORTFOLIO

Show Details
Data on this page as of 08/31/2020.

Underlying data by Value Line