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

EXPENSES

Cost Per $10,000:
3-Year: $472
5-Year: $826
10-Year: $1.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -7.47%    
89th
3-Year: -2.58%    
71th
5-Year: -1.17%    
13th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.46%    
91th
3-Year: -0.58%    
40th
5-Year: -0.46%    
53th
Show Details

MANAGEMENT

Fund Manager:
Name: Wachnitz
Since: 03/01/2014

PORTFOLIO

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

Underlying data by Value Line