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: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.68%    
63th
3-Year: 3.84%    
66th
5-Year: 6.78%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.85%    
97th
3-Year: 1.01%    
71th
5-Year: 3.15%    
100th
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MANAGEMENT

Fund Manager:
Name: Notkin
Since: 07/01/2003

PORTFOLIO

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

Underlying data by Value Line