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

EXPENSES

Cost Per $10,000:
3-Year: $229
5-Year: $402
10-Year: $915
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.2%    
78th
3-Year: 4.29%    
79th
5-Year: 7.42%    
61th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.03%    
87th
3-Year: 0.49%    
53th
5-Year: -1.39%    
29th
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MANAGEMENT

Fund Manager:
Name: Chalupnik
Since: 01/01/2020

PORTFOLIO

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

Underlying data by Value Line