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: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.75%    
96th
3-Year: 2.16%    
60th
5-Year: 11.82%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.73%    
46th
3-Year: -1.56%    
23th
5-Year: -0.5%    
37th
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MANAGEMENT

Fund Manager:
Name: Smith
Since: 02/01/2010

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line