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

EXPENSES

Cost Per $10,000:
3-Year: $310
5-Year: $543
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 0.97%    
11th
3-Year: -1.01%    
11th
5-Year: -0.7%    
7th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.09%    
12th
3-Year: -4.05%    
10th
5-Year: -0.93%    
40th
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MANAGEMENT

Fund Manager:
Name: Ciganer
Since: 12/01/2013

PORTFOLIO

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Data on this page as of 04/30/2023.

Underlying data by Value Line