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

EXPENSES

Cost Per $10,000:
3-Year: $278
5-Year: $487
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.16%    
41th
3-Year: 5.05%    
69th
5-Year: 3.05%    
28th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.48%    
95th
3-Year: 0.87%    
93th
5-Year: 0.26%    
79th
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MANAGEMENT

Fund Manager:
Name: Mandel
Since: 12/01/2010

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line