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

EXPENSES

Cost Per $10,000:
3-Year: $291
5-Year: $509
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.99%    
9th
3-Year: 1.1%    
67th
5-Year: 7.09%    
62th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.38%    
8th
3-Year: -4.73%    
6th
5-Year: -1.28%    
23th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line