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

EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.00%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.65%    
91th
3-Year: 12.07%    
97th
5-Year: 17.01%    
97th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.10%    
82th
3-Year: 4.12%    
94th
5-Year: 4.27%    
98th
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MANAGEMENT

Fund Manager:
Name: Henry Ellenbogen
Since: Mar-10

PORTFOLIO

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Data on this page as of 08/31/2017.

Market Data by Xignite