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

EXPENSES

Cost Per $10,000:
3-Year: $297
5-Year: $521
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: 16.37%    
11th
3-Year: 5.66%    
81th
5-Year: 9.04%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.04%    
16th
3-Year: -1.79%    
22th
5-Year: -1.27%    
24th
Show Details

MANAGEMENT

Fund Manager:
Name: Welch
Since: 12/01/2005

PORTFOLIO

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

Underlying data by Value Line