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

EXPENSES

Cost Per $10,000:
3-Year: $391
5-Year: $685
10-Year: $1.6K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.91%    
62th
3-Year: -6.62%    
3th
5-Year: 6.62%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.64%    
27th
3-Year: -8.97%    
7th
5-Year: -2.86%    
15th
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MANAGEMENT

Fund Manager:
Name: Smith
Since: 03/01/2011

PORTFOLIO

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Data on this page as of 05/31/2024.

Underlying data by Value Line