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

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 33.6%    
77th
3-Year: 9.46%    
50th
5-Year: 10.45%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.88%    
83th
3-Year: -0.58%    
49th
5-Year: 0.18%    
59th
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MANAGEMENT

Fund Manager:
Name: Hodes
Since: 10/01/2007

PORTFOLIO

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Data on this page as of 08/31/2021.

Underlying data by Value Line