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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.82%    
85th
3-Year: 1.54%    
34th
5-Year: 9.7%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.2%    
78th
3-Year: 1.69%    
58th
5-Year: 0.24%    
45th
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MANAGEMENT

Fund Manager:
Name: Kennedy
Since: 01/01/2024

PORTFOLIO

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

Underlying data by Value Line