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: 13.26%    
68th
3-Year: 6.2%    
82th
5-Year: 7.15%    
61th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.23%    
72th
3-Year: 0.97%    
66th
5-Year: -1.4%    
29th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line