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

EXPENSES

Cost Per $10,000:
3-Year: $236
5-Year: $413
10-Year: $941
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.69%    
87th
3-Year: -1.48%    
29th
5-Year: 7.16%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -16.93%    
15th
3-Year: -3.35%    
28th
5-Year: -7.6%    
15th
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MANAGEMENT

Fund Manager:
Name: Baker
Since: 07/01/2020

PORTFOLIO

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

Underlying data by Value Line