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

EXPENSES

Cost Per $10,000:
3-Year: $236
5-Year: $413
10-Year: $941
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 30.26%    
85th
3-Year: 8.83%    
56th
5-Year: 8.07%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.14%    
85th
3-Year: 1.44%    
77th
5-Year: 1.09%    
72th
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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