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

EXPENSES

Cost Per $10,000:
3-Year: $233
5-Year: $408
10-Year: $928
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.56%    
12th
3-Year: -1.8%    
30th
5-Year: 4.48%    
46th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -9.52%    
1th
3-Year: -3.12%    
4th
5-Year: -1.42%    
32th
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MANAGEMENT

Fund Manager:
Name: Bruce
Since: 12/01/1983

PORTFOLIO

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

Underlying data by Value Line