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

EXPENSES

Cost Per $10,000:
3-Year: $249
5-Year: $436
10-Year: $993
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.63%    
73th
3-Year: 2.75%    
82th
5-Year: 7.81%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.69%    
82th
3-Year: 6.83%    
94th
5-Year: 3.9%    
92th
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MANAGEMENT

Fund Manager:
Name: Acker
Since: 07/01/2009

PORTFOLIO

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

Underlying data by Value Line