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

EXPENSES

Cost Per $10,000:
3-Year: $465
5-Year: $815
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: 7.12%    
1th
3-Year: 4.89%    
18th
5-Year: -0.68%    
3th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.74%    
62th
3-Year: 0.97%    
53th
5-Year: 0.42%    
50th
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MANAGEMENT

Fund Manager:
Name: Wachnitz
Since: 03/01/2014

PORTFOLIO

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

Underlying data by Value Line