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: 13.86%    
89th
3-Year: 3.81%    
71th
5-Year: 1.5%    
13th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.46%    
91th
3-Year: -0.58%    
40th
5-Year: -0.46%    
53th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line