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

EXPENSES

Cost Per $10,000:
3-Year: $200
5-Year: $351
10-Year: $799
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.72%    
39th
3-Year: 3.57%    
72th
5-Year: 6.71%    
51th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.61%    
33th
3-Year: 4.32%    
85th
5-Year: 0.49%    
56th
Show Details

MANAGEMENT

Fund Manager:
Name: DiPrisco
Since: 01/01/2004

PORTFOLIO

Show Details
Data on this page as of 06/30/2024.

Underlying data by Value Line