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

EXPENSES

Cost Per $10,000:
3-Year: $223
5-Year: $391
10-Year: $889
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.5%    
43th
3-Year: 9.56%    
80th
5-Year: 8.82%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.35%    
40th
3-Year: -0.32%    
42th
5-Year: 0.83%    
54th
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MANAGEMENT

Fund Manager:
Name: Gleicher
Since: 05/01/2012

PORTFOLIO

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Data on this page as of 08/31/2023.

Underlying data by Value Line