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

EXPENSES

Cost Per $10,000:
3-Year: $220
5-Year: $385
10-Year: $877
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.12%    
29th
3-Year: 0.3%    
4th
5-Year: 6.34%    
36th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -22.63%    
11th
3-Year: -11.61%    
15th
5-Year: -13.3%    
4th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line