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

EXPENSES

Cost Per $10,000:
3-Year: $252
5-Year: $441
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 50.64%    
86th
3-Year: 10.8%    
56th
5-Year: 11.93%    
61th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.76%    
37th
3-Year: 0.12%    
51th
5-Year: 0.29%    
55th
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MANAGEMENT

Fund Manager:
Name: Wallack
Since: 12/01/2000

PORTFOLIO

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

Underlying data by Value Line