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

EXPENSES

Cost Per $10,000:
3-Year: $384
5-Year: $674
10-Year: $1.5K
Loads and Fees:
Initial: 5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -3.05%    
2th
3-Year: 2.47%    
17th
5-Year: 10.34%    
66th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.25%    
74th
3-Year: 5.26%    
94th
5-Year: 3.36%    
94th
Show Details

MANAGEMENT

Fund Manager:
Name: Kertsos
Since: 03/01/2016

PORTFOLIO

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

Underlying data by Value Line