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

EXPENSES

Cost Per $10,000:
3-Year: $94
5-Year: $164
10-Year: $374
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.27%    
60th
3-Year: 2.92%    
35th
5-Year: 5.09%    
56th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.39%    
47th
3-Year: 0.57%    
59th
5-Year: -0.33%    
45th
Show Details

MANAGEMENT

Fund Manager:
Name: Perre
Since: 08/01/2008

PORTFOLIO

Show Details
Data on this page as of 07/31/2020.

Underlying data by Value Line