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: 1%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.58%    
95th
3-Year: 16.5%    
75th
5-Year: 3.33%    
62th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.76%    
76th
3-Year: -4.24%    
10th
5-Year: -1.27%    
24th
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MANAGEMENT

Fund Manager:
Name: Kaplan
Since: 06/01/2001

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 04/30/2023.

Underlying data by Value Line