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

EXPENSES

Cost Per $10,000:
3-Year: $100
5-Year: $175
10-Year: $400
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 30.82%    
92th
3-Year: 9.58%    
87th
5-Year: 14.42%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.57%    
85th
3-Year: 1.7%    
60th
5-Year: 2.2%    
71th
Show Details

MANAGEMENT

Fund Manager:
Name: Mordecai
Since: 11/01/2001

PORTFOLIO

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

Underlying data by Value Line