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

EXPENSES

Cost Per $10,000:
3-Year: $233
5-Year: $408
10-Year: $928
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.00%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 27.86%    
94th
3-Year: 12.42%    
98th
5-Year: 16.93%    
97th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.52%    
93th
3-Year: 3.20%    
92th
5-Year: 2.80%    
95th
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MANAGEMENT

Fund Manager:
Name: Larry Puglia
Since: Jun-93

PORTFOLIO

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Data on this page as of 06/30/2017.

Market Data by Xignite