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: 5.3%    
33th
3-Year: -0.52%    
28th
5-Year: 2%    
25th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.66%    
8th
3-Year: -3.34%    
3th
5-Year: -4.76%    
3th
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MANAGEMENT

Fund Manager:
Name: Boncarosky
Since: 01/01/2017

PORTFOLIO

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

Underlying data by Value Line