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: 8.28%    
8th
3-Year: -4.74%    
7th
5-Year: 2.74%    
23th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.68%    
46th
3-Year: 0.65%    
63th
5-Year: -0.29%    
61th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details
Data on this page as of 02/29/2024.

Underlying data by Value Line