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

EXPENSES

Cost Per $10,000:
3-Year: $220
5-Year: $385
10-Year: $877
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.88%    
11th
3-Year: 3.28%    
66th
5-Year: 9.09%    
66th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.33%    
14th
3-Year: -4.9%    
5th
5-Year: -0.86%    
34th
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MANAGEMENT

Fund Manager:
Name: Miller
Since: 12/01/2011

PORTFOLIO

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

Underlying data by Value Line