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

EXPENSES

Cost Per $10,000:
3-Year: $136
5-Year: $238
10-Year: $541
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.4%    
31th
3-Year: 1.7%    
50th
5-Year: 3.72%    
34th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.41%    
4th
3-Year: -0.91%    
37th
5-Year: -3.1%    
10th
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MANAGEMENT

Fund Manager:
Name: Scheitler
Since: 09/01/2013

PORTFOLIO

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

Underlying data by Value Line