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

EXPENSES

Cost Per $10,000:
3-Year: $371
5-Year: $651
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.7%    
8th
3-Year: 0.81%    
65th
5-Year: 6.81%    
60th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.77%    
5th
3-Year: -5.03%    
4th
5-Year: -1.57%    
19th
Show Details

MANAGEMENT

Fund Manager:
Name: Batchelor
Since: 01/01/2014

PORTFOLIO

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

Underlying data by Value Line