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: 50.3%    
86th
3-Year: 13.39%    
71th
5-Year: 14.94%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.11%    
66th
3-Year: -1.28%    
37th
5-Year: -0.16%    
43th
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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 06/30/2021.

Underlying data by Value Line