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

EXPENSES

Cost Per $10,000:
3-Year: $249
5-Year: $436
10-Year: $993
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.83%    
57th
3-Year: 1.64%    
60th
5-Year: 6.25%    
53th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.14%    
50th
3-Year: -2.32%    
14th
5-Year: -2.68%    
7th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line