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: 9.22%    
62th
3-Year: 3.38%    
54th
5-Year: 2.36%    
25th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.31%    
97th
3-Year: 0.89%    
94th
5-Year: 0.18%    
70th
Show Details

MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line