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

EXPENSES

Cost Per $10,000:
3-Year: $452
5-Year: $792
10-Year: $1.8K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.63%    
48th
3-Year: 3.08%    
72th
5-Year: 4.98%    
44th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.22%    
46th
3-Year: 4.1%    
86th
5-Year: -0.51%    
33th
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MANAGEMENT

Fund Manager:
Name: Spears
Since: 06/01/1993

PORTFOLIO

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

Underlying data by Value Line