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

EXPENSES

Cost Per $10,000:
3-Year: $472
5-Year: $826
10-Year: $1.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.45%    
8th
3-Year: 21.66%    
99th
5-Year: 6.91%    
43th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.34%    
55th
3-Year: 6.76%    
73th
5-Year: -2.63%    
17th
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MANAGEMENT

Fund Manager:
Name: Guinness
Since: 07/01/2004

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 915-6565

NTF Availability:

E*Trade
TD Ameritrade
Firstrade

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

Underlying data by Value Line