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

EXPENSES

Cost Per $10,000:
3-Year: $333
5-Year: $583
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 1.85%    
50th
3-Year: -1.75%    
44th
5-Year: 4.15%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.94%    
31th
3-Year: -0.85%    
36th
5-Year: -0.47%    
39th
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MANAGEMENT

Fund Manager:
Name: Schrott
Since: 08/01/2024

PORTFOLIO

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

Underlying data by Value Line