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

EXPENSES

Cost Per $10,000:
3-Year: $413
5-Year: $724
10-Year: $1.7K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.2%    
34th
3-Year: 3.17%    
77th
5-Year: 7.01%    
60th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.33%    
63th
3-Year: -2.69%    
11th
5-Year: -1.63%    
18th
Show Details

MANAGEMENT

Fund Manager:
Name: Wordell
Since: 10/01/2003

PORTFOLIO

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

Underlying data by Value Line