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

EXPENSES

Cost Per $10,000:
3-Year: $423
5-Year: $741
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.96%    
83th
3-Year: 5.29%    
75th
5-Year: 11.78%    
84th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -10.93%    
11th
3-Year: -1.36%    
27th
5-Year: -4.18%    
10th
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MANAGEMENT

Fund Manager:
Name: Neff
Since: 08/01/2014

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line