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

EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.27%    
73th
3-Year: 1.6%    
49th
5-Year: 6.65%    
54th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.28%    
65th
3-Year: -1.06%    
35th
5-Year: -0.17%    
45th
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MANAGEMENT

Fund Manager:
Name: Cunniff
Since: 12/01/2011

PORTFOLIO

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Data on this page as of 06/30/2024.

Underlying data by Value Line