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

EXPENSES

Cost Per $10,000:
3-Year: $352
5-Year: $617
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 19.25%    
31th
3-Year: -3.52%    
9th
5-Year: 3.02%    
30th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.3%    
23th
3-Year: -4.34%    
15th
5-Year: -2.76%    
9th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 10/31/2024.

Underlying data by Value Line