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

EXPENSES

Cost Per $10,000:
3-Year: $365
5-Year: $640
10-Year: $1.5K
Loads and Fees:
Initial: 5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.94%    
93th
3-Year: 5.54%    
65th
5-Year: 12.98%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -7.32%    
21th
3-Year: -0.97%    
27th
5-Year: -1.09%    
28th
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MANAGEMENT

Fund Manager:
Name: Rohn
Since: 11/01/2003

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 225-5291

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line