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

EXPENSES

Cost Per $10,000:
3-Year: $300
5-Year: $526
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.31%    
44th
3-Year: 4.83%    
74th
5-Year: 4.46%    
37th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.61%    
30th
3-Year: 2.07%    
80th
5-Year: 0.41%    
66th
Show Details

MANAGEMENT

Fund Manager:
Name: Cohen
Since: 02/01/2013

PORTFOLIO

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

Underlying data by Value Line