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

EXPENSES

Cost Per $10,000:
3-Year: $229
5-Year: $402
10-Year: $915
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.32%    
93th
3-Year: 8.6%    
79th
5-Year: 10.39%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 11.03%    
97th
3-Year: -0.22%    
39th
5-Year: -0.51%    
41th
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MANAGEMENT

Fund Manager:
Name: Davis
Since: 01/01/2006

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 432-2504

NTF Availability:

E*Trade
Firstrade
Vanguard

Data on this page as of 01/31/2024.

Underlying data by Value Line