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

EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.93%    
58th
3-Year: 1.77%    
61th
5-Year: 6.38%    
54th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.01%    
51th
3-Year: -2.18%    
16th
5-Year: -2.54%    
9th
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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