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

EXPENSES

Cost Per $10,000:
3-Year: $310
5-Year: $543
10-Year: $1.2K
Loads and Fees:
Initial: 4.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.41%    
24th
3-Year: 6.29%    
29th
5-Year: 5.16%    
29th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -13.13%    
4th
3-Year: -4.53%    
5th
5-Year: -5.05%    
4th
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MANAGEMENT

Fund Manager:
Name: Bahuguna
Since: 05/01/2010

PORTFOLIO

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Data on this page as of 08/31/2021.

Underlying data by Value Line