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: 45.75%    
81th
3-Year: 7.9%    
40th
5-Year: 11.44%    
58th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.59%    
90th
3-Year: -1.39%    
39th
5-Year: 0.65%    
64th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 06/30/2021.

Underlying data by Value Line