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

EXPENSES

Cost Per $10,000:
3-Year: $220
5-Year: $385
10-Year: $877
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.15%    
28th
3-Year: 1.99%    
33th
5-Year: 8.9%    
62th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.57%    
12th
3-Year: -5.42%    
3th
5-Year: -1.38%    
30th
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MANAGEMENT

Fund Manager:
Name: Miller
Since: 12/01/2011

PORTFOLIO

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

Underlying data by Value Line