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

EXPENSES

Cost Per $10,000:
3-Year: $239
5-Year: $419
10-Year: $954
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.96%    
63th
3-Year: 5.46%    
83th
5-Year: 9.86%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.18%    
64th
3-Year: 1.35%    
78th
5-Year: 1.18%    
73th
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MANAGEMENT

Fund Manager:
Name: Taylor
Since: 11/01/2008

PORTFOLIO

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

Underlying data by Value Line