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

EXPENSES

Cost Per $10,000:
3-Year: $523
5-Year: $917
10-Year: $2.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.32%    
19th
3-Year: 7.2%    
79th
5-Year: 10.92%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.68%    
34th
3-Year: -2.23%    
14th
5-Year: -2.11%    
14th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line