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: 21.08%    
39th
3-Year: 4.39%    
72th
5-Year: 8.99%    
51th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.61%    
33th
3-Year: 4.32%    
85th
5-Year: 0.49%    
56th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 05/31/2024.

Underlying data by Value Line