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

EXPENSES

Cost Per $10,000:
3-Year: $481
5-Year: $843
10-Year: $1.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.98%    
78th
3-Year: 5.01%    
93th
5-Year: 10.04%    
56th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.09%    
96th
3-Year: 2.45%    
80th
5-Year: -1.63%    
22th
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MANAGEMENT

Fund Manager:
Name: Kaplan
Since: 12/01/2003

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 221-4268

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line