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

EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.6%    
71th
3-Year: 3.6%    
65th
5-Year: 3.9%    
37th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.5%    
88th
3-Year: 1.57%    
71th
5-Year: -1.11%    
25th
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MANAGEMENT

Fund Manager:
Name: Luh
Since: 12/01/2010

PORTFOLIO

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

Underlying data by Value Line