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: 24.03%    
51th
3-Year: 13.51%    
94th
5-Year: 22.48%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.81%    
42th
3-Year: 6.78%    
98th
5-Year: 9.72%    
99th
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MANAGEMENT

Fund Manager:
Name: Barbee
Since: 06/01/2000

PORTFOLIO

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Data on this page as of 10/31/2024.

Underlying data by Value Line