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

EXPENSES

Cost Per $10,000:
3-Year: $452
5-Year: $792
10-Year: $1.8K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.42%    
26th
3-Year: -2.16%    
27th
5-Year: 10.09%    
69th
Avg. Annualized Returns Vs. Similar Funds
1-Year: n/a    
N/A
3-Year: n/a    
N/A
5-Year: n/a    
N/A
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MANAGEMENT

Fund Manager:
Name: Howard
Since: 08/01/2016

PORTFOLIO

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

Underlying data by Value Line