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

EXPENSES

Cost Per $10,000:
3-Year: $404
5-Year: $708
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.88%    
21th
3-Year: 4.41%    
80th
5-Year: 9.49%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.29%    
40th
3-Year: -1.87%    
19th
5-Year: -1.75%    
17th
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MANAGEMENT

Fund Manager:
Name: Preloger
Since: 04/01/2013

PORTFOLIO

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

Underlying data by Value Line