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

EXPENSES

Cost Per $10,000:
3-Year: $226
5-Year: $396
10-Year: $902
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.68%    
84th
3-Year: 8.76%    
92th
5-Year: 12.12%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.14%    
83th
3-Year: 2.29%    
89th
5-Year: 1.93%    
84th
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MANAGEMENT

Fund Manager:
Name: Jaffee
Since: 01/01/2004

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 386-3829

NTF Availability:

TD Ameritrade
Firstrade

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

Underlying data by Value Line