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

EXPENSES

Cost Per $10,000:
3-Year: $333
5-Year: $583
10-Year: $1.3K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.91%    
12th
3-Year: 5.69%    
52th
5-Year: 0.67%    
17th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.97%    
10th
3-Year: 0.82%    
62th
5-Year: -2.4%    
8th
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MANAGEMENT

Fund Manager:
Name: Luh
Since: 12/01/2010

PORTFOLIO

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Data on this page as of 08/31/2023.

Underlying data by Value Line