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

EXPENSES

Cost Per $10,000:
3-Year: $585
5-Year: $1K
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.07%    
57th
3-Year: 3.71%    
58th
5-Year: 5.13%    
39th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.65%    
90th
3-Year: 0.07%    
58th
5-Year: 0.87%    
81th
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MANAGEMENT

Fund Manager:
Name: Pokrzywinski
Since: 02/01/2011

PORTFOLIO

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

Underlying data by Value Line