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

EXPENSES

Cost Per $10,000:
3-Year: $252
5-Year: $441
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -2.23%    
26th
3-Year: 0.32%    
22th
5-Year: 3.16%    
47th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.98%    
91th
3-Year: 1.73%    
73th
5-Year: 1.64%    
74th
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MANAGEMENT

Fund Manager:
Name: Wallack
Since: 12/01/2000

PORTFOLIO

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Data on this page as of 05/31/2020.

Underlying data by Value Line