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

EXPENSES

Cost Per $10,000:
3-Year: $203
5-Year: $357
10-Year: $812
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.66%    
26th
3-Year: 8.26%    
83th
5-Year: 8.2%    
64th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.7%    
49th
3-Year: -1.22%    
30th
5-Year: -1.1%    
28th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line