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

EXPENSES

Cost Per $10,000:
3-Year: $472
5-Year: $826
10-Year: $1.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 48.87%    
98th
3-Year: 7.1%    
67th
5-Year: 17.3%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 12%    
95th
3-Year: -0.7%    
30th
5-Year: 2.34%    
84th
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MANAGEMENT

Fund Manager:
Name: Marsico
Since: 12/01/1997

PORTFOLIO

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RESOURCES

Contact Info:

n/a
888 860-8686

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line