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

EXPENSES

Cost Per $10,000:
3-Year: $291
5-Year: $509
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.31%    
31th
3-Year: 3.36%    
25th
5-Year: 7.98%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.81%    
14th
3-Year: -6.35%    
1th
5-Year: -2.08%    
15th
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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