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

EXPENSES

Cost Per $10,000:
3-Year: $430
5-Year: $753
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 43.06%    
58th
3-Year: 9.04%    
49th
5-Year: 10.66%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.09%    
40th
3-Year: -2.47%    
17th
5-Year: -1.23%    
23th
Show Details

MANAGEMENT

Fund Manager:
Name: Albanese
Since: 08/01/2014

PORTFOLIO

Show Details
Data on this page as of 04/30/2021.

Underlying data by Value Line