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

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.58%    
71th
3-Year: -0.55%    
59th
5-Year: 1.3%    
7th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.21%    
22th
3-Year: -0.69%    
38th
5-Year: -2.9%    
8th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 10/31/2023.

Underlying data by Value Line