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

EXPENSES

Cost Per $10,000:
3-Year: $258
5-Year: $453
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.5%    
11th
3-Year: 5.78%    
81th
5-Year: 9.17%    
64th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.85%    
18th
3-Year: -1.64%    
23th
5-Year: -1.13%    
28th
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MANAGEMENT

Fund Manager:
Name: Welch
Since: 01/01/2012

PORTFOLIO

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

Underlying data by Value Line