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

EXPENSES

Cost Per $10,000:
3-Year: $220
5-Year: $385
10-Year: $877
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 30.37%    
86th
3-Year: 8.87%    
56th
5-Year: 8.11%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.24%    
86th
3-Year: 1.48%    
77th
5-Year: 1.12%    
73th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2019.

Underlying data by Value Line