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

EXPENSES

Cost Per $10,000:
3-Year: $371
5-Year: $651
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.09%    
30th
3-Year: 3.1%    
23th
5-Year: 7.71%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.02%    
14th
3-Year: -6.62%    
0th
5-Year: -2.35%    
12th
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MANAGEMENT

Fund Manager:
Name: Batchelor
Since: 01/01/2014

PORTFOLIO

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

Underlying data by Value Line