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

EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.96%    
65th
3-Year: 2.11%    
52th
5-Year: 7.37%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.43%    
54th
3-Year: -0.69%    
39th
5-Year: -0.15%    
46th
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MANAGEMENT

Fund Manager:
Name: Cunniff
Since: 12/01/2011

PORTFOLIO

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Data on this page as of 08/31/2024.

Underlying data by Value Line