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

EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.51%    
21th
3-Year: -7.47%    
3th
5-Year: 7.5%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.53%    
6th
3-Year: -9.41%    
6th
5-Year: -2.06%    
24th
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MANAGEMENT

Fund Manager:
Name: Wakefield
Since: 07/01/2013

PORTFOLIO

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

Underlying data by Value Line