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

EXPENSES

Cost Per $10,000:
3-Year: $391
5-Year: $685
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 27%    
44th
3-Year: 9.39%    
93th
5-Year: 9.83%    
64th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.78%    
72th
3-Year: 1.47%    
77th
5-Year: -1.13%    
28th
Show Details

MANAGEMENT

Fund Manager:
Name: Lakonishok
Since: 09/01/2004

PORTFOLIO

Show Details

RESOURCES

Contact Info:

n/a
800 422-1050

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line