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

EXPENSES

Cost Per $10,000:
3-Year: $391
5-Year: $685
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.45%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.27%    
61th
3-Year: 8.71%    
88th
5-Year: 10.19%    
68th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.38%    
87th
3-Year: 0.12%    
55th
5-Year: -0.61%    
40th
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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