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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.65%    
56th
3-Year: 7.63%    
86th
5-Year: 11.5%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.42%    
80th
3-Year: -0.49%    
43th
5-Year: 0.6%    
67th
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MANAGEMENT

Fund Manager:
Name: Jaffee
Since: 06/01/2011

PORTFOLIO

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

Underlying data by Value Line