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: 48.64%    
89th
3-Year: 35.83%    
99th
5-Year: 30.08%    
99th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.09%    
97th
3-Year: 8.91%    
95th
5-Year: 6.92%    
96th
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MANAGEMENT

Fund Manager:
Name: Kalra
Since: 07/01/2009

PORTFOLIO

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Data on this page as of 10/31/2021.

Underlying data by Value Line