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

EXPENSES

Cost Per $10,000:
3-Year: $355
5-Year: $623
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.91%    
45th
3-Year: 5.83%    
93th
5-Year: 7.79%    
65th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.92%    
73th
3-Year: 1.58%    
78th
5-Year: -1%    
31th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line