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

EXPENSES

Cost Per $10,000:
3-Year: $213
5-Year: $374
10-Year: $851
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.44%    
65th
3-Year: 6.72%    
76th
5-Year: 11.57%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.2%    
31th
3-Year: 8.07%    
93th
5-Year: 1.74%    
78th
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MANAGEMENT

Fund Manager:
Name: Demain
Since: 07/01/2012

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line