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

EXPENSES

Cost Per $10,000:
3-Year: $213
5-Year: $374
10-Year: $851
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.17%    
85th
3-Year: 4.13%    
40th
5-Year: 11.67%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.92%    
76th
3-Year: 2.61%    
67th
5-Year: 1.51%    
75th
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MANAGEMENT

Fund Manager:
Name: Fischman
Since: 01/01/2013

PORTFOLIO

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

Underlying data by Value Line