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

EXPENSES

Cost Per $10,000:
3-Year: $320
5-Year: $560
10-Year: $1.3K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 34.74%    
97th
3-Year: 9.34%    
82th
5-Year: 15.76%    
96th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.64%    
71th
3-Year: 0.07%    
39th
5-Year: 1.03%    
59th
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MANAGEMENT

Fund Manager:
Name: Cohen
Since: 06/01/2010

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line