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

EXPENSES

Cost Per $10,000:
3-Year: $617
5-Year: $1.1K
10-Year: $2.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.75%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.31%    
67th
3-Year: -2.41%    
20th
5-Year: 8.55%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.91%    
32th
3-Year: -0.18%    
39th
5-Year: 0.27%    
46th
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MANAGEMENT

Fund Manager:
Name: Barry
Since: 07/01/1999

PORTFOLIO

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

Underlying data by Value Line