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

EXPENSES

Cost Per $10,000:
3-Year: $245
5-Year: $430
10-Year: $980
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.01%    
64th
3-Year: 6.37%    
75th
5-Year: 11.76%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.32%    
30th
3-Year: 7.97%    
93th
5-Year: 1.63%    
77th
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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