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

EXPENSES

Cost Per $10,000:
3-Year: $320
5-Year: $560
10-Year: $1.3K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.41%    
28th
3-Year: 5.33%    
88th
5-Year: 9.53%    
80th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.4%    
53th
3-Year: 0.16%    
56th
5-Year: 1.02%    
72th
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MANAGEMENT

Fund Manager:
Name: Taylor
Since: 11/01/2008

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line