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

EXPENSES

Cost Per $10,000:
3-Year: $11
5-Year: $20
10-Year: $45
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.98%    
91th
3-Year: 8.9%    
95th
5-Year: 14.49%    
94th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.04%    
80th
3-Year: 4.57%    
87th
5-Year: 3.8%    
90th
Show Details

MANAGEMENT

Fund Manager:
Name: Louie
Since: 11/01/2017

PORTFOLIO

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

Underlying data by Value Line