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

EXPENSES

Cost Per $10,000:
3-Year: $281
5-Year: $492
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.03%    
53th
3-Year: 4.5%    
68th
5-Year: 5.58%    
41th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.89%    
76th
3-Year: 1.3%    
74th
5-Year: 1.19%    
86th
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MANAGEMENT

Fund Manager:
Name: Kaufman
Since: 08/01/2002

PORTFOLIO

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

Underlying data by Value Line