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

EXPENSES

Cost Per $10,000:
3-Year: $258
5-Year: $453
10-Year: $1K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.23%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.98%    
89th
3-Year: 7.27%    
83th
5-Year: 13.4%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.24%    
69th
3-Year: 0.81%    
48th
5-Year: 1.11%    
57th
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MANAGEMENT

Fund Manager:
Name: Ram
Since: 05/01/2009

PORTFOLIO

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Data on this page as of 05/31/2024.

Underlying data by Value Line