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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.1%    
86th
3-Year: 1.03%    
58th
5-Year: 11.82%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.53%    
82th
3-Year: 5.21%    
85th
5-Year: 3.67%    
96th
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MANAGEMENT

Fund Manager:
Name: Cook
Since: 06/01/2012

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line