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

EXPENSES

Cost Per $10,000:
3-Year: $320
5-Year: $560
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.19%    
6th
3-Year: -7.74%    
4th
5-Year: 0.57%    
4th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.28%    
37th
3-Year: -3.72%    
33th
5-Year: -2.55%    
17th
Show Details

MANAGEMENT

Fund Manager:
Name: Leverenz
Since: 05/01/2007

PORTFOLIO

Show Details
Data on this page as of 03/31/2024.

Underlying data by Value Line