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

EXPENSES

Cost Per $10,000:
3-Year: $142
5-Year: $249
10-Year: $567
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.57%    
82th
3-Year: 14.16%    
99th
5-Year: 5.61%    
45th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.21%    
69th
3-Year: 5.17%    
68th
5-Year: -4.25%    
10th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line