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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: 14.92%    
35th
3-Year: 5.44%    
32th
5-Year: 4.36%    
35th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.48%    
21th
3-Year: -3.24%    
10th
5-Year: -1.82%    
15th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line