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

EXPENSES

Cost Per $10,000:
3-Year: $320
5-Year: $560
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.57%    
51th
3-Year: 3.72%    
55th
5-Year: 11.59%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.55%    
15th
3-Year: 4.72%    
82th
5-Year: 2.73%    
88th
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MANAGEMENT

Fund Manager:
Name: Baron
Since: 05/01/2003

PORTFOLIO

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

Underlying data by Value Line