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

EXPENSES

Cost Per $10,000:
3-Year: $181
5-Year: $317
10-Year: $722
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.43%    
18th
3-Year: -0.15%    
28th
5-Year: 1.77%    
21th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.73%    
5th
3-Year: 1.88%    
91th
5-Year: 1.15%    
78th
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MANAGEMENT

Fund Manager:
Name: Drum
Since: 09/01/2015

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line