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

EXPENSES

Cost Per $10,000:
3-Year: $45
5-Year: $79
10-Year: $180
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.61%    
59th
3-Year: 1.5%    
11th
5-Year: 6.32%    
35th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.36%    
49th
3-Year: 1.08%    
63th
5-Year: 0.01%    
56th
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MANAGEMENT

Fund Manager:
Name: Perre
Since: 08/01/2008

PORTFOLIO

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Data on this page as of 09/30/2024.

Underlying data by Value Line