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

EXPENSES

Cost Per $10,000:
3-Year: $194
5-Year: $340
10-Year: $773
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.11%    
81th
3-Year: 5.17%    
78th
5-Year: 11.54%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.34%    
88th
3-Year: 7.81%    
95th
5-Year: 2.77%    
89th
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MANAGEMENT

Fund Manager:
Name: Nolin
Since: 11/01/2016

PORTFOLIO

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

Underlying data by Value Line