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

EXPENSES

Cost Per $10,000:
3-Year: $329
5-Year: $577
10-Year: $1.3K
Loads and Fees:
Initial: 3.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.81%    
50th
3-Year: 0.72%    
39th
5-Year: 2.17%    
28th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.41%    
85th
3-Year: 2.86%    
89th
5-Year: 1.22%    
85th
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MANAGEMENT

Fund Manager:
Name: Ivascyn
Since: 04/01/2007

PORTFOLIO

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Data on this page as of 06/30/2024.

Underlying data by Value Line