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: 4%    
25th
3-Year: -4.41%    
18th
5-Year: 2%    
31th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.31%    
21th
3-Year: -3.55%    
21th
5-Year: -2.5%    
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 04/30/2024.

Underlying data by Value Line