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

EXPENSES

Cost Per $10,000:
3-Year: $568
5-Year: $996
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.54%    
58th
3-Year: 8.1%    
86th
5-Year: 9.59%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.8%    
82th
3-Year: -0.49%    
43th
5-Year: -1.21%    
26th
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MANAGEMENT

Fund Manager:
Name: Diamond
Since: 06/01/2008

PORTFOLIO

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

Underlying data by Value Line