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

EXPENSES

Cost Per $10,000:
3-Year: $249
5-Year: $436
10-Year: $993
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 27.58%    
48th
3-Year: 9.88%    
94th
5-Year: 10.21%    
68th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.3%    
74th
3-Year: 1.96%    
81th
5-Year: -0.64%    
39th
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MANAGEMENT

Fund Manager:
Name: Lakonishok
Since: 03/01/2016

PORTFOLIO

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

Underlying data by Value Line