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

EXPENSES

Cost Per $10,000:
3-Year: $575
5-Year: $1K
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.98%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.48%    
83th
3-Year: 5.16%    
83th
5-Year: 4.71%    
49th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.62%    
80th
3-Year: -0.21%    
44th
5-Year: -3.98%    
3th
Show Details

MANAGEMENT

Fund Manager:
Name: Kumble
Since: 04/01/2015

PORTFOLIO

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

Underlying data by Value Line