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

EXPENSES

Cost Per $10,000:
3-Year: $533
5-Year: $934
10-Year: $2.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.47%    
85th
3-Year: -5.02%    
11th
5-Year: 7.9%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4%    
77th
3-Year: -1.97%    
31th
5-Year: 0.32%    
47th
Show Details

MANAGEMENT

Fund Manager:
Name: McCarthy
Since: 10/01/1995

PORTFOLIO

Show Details
Data on this page as of 04/30/2024.

Underlying data by Value Line