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

EXPENSES

Cost Per $10,000:
3-Year: $258
5-Year: $453
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.98%    
64th
3-Year: 6.33%    
75th
5-Year: 11.71%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.35%    
29th
3-Year: 7.93%    
93th
5-Year: 1.58%    
76th
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MANAGEMENT

Fund Manager:
Name: Demain
Since: 11/01/2007

PORTFOLIO

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

Underlying data by Value Line