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

EXPENSES

Cost Per $10,000:
3-Year: $200
5-Year: $351
10-Year: $799
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.39%    
41th
3-Year: 5.16%    
68th
5-Year: 7.46%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.36%    
38th
3-Year: 3.57%    
82th
5-Year: 1.04%    
70th
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MANAGEMENT

Fund Manager:
Name: DiPrisco
Since: 01/01/2004

PORTFOLIO

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

Underlying data by Value Line