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

EXPENSES

Cost Per $10,000:
3-Year: $23
5-Year: $40
10-Year: $90
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 50.82%    
57th
3-Year: 6.56%    
41th
5-Year: 9.59%    
52th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.49%    
44th
3-Year: 0.08%    
56th
5-Year: 0.23%    
58th
Show Details

MANAGEMENT

Fund Manager:
Name: Franquin
Since: 02/01/2013

PORTFOLIO

Show Details
Data on this page as of 03/31/2021.

Underlying data by Value Line