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

EXPENSES

Cost Per $10,000:
3-Year: $242
5-Year: $425
10-Year: $967
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.43%    
51th
3-Year: 1%    
35th
5-Year: 11.96%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.63%    
95th
3-Year: 3.32%    
90th
5-Year: 3.15%    
99th
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MANAGEMENT

Fund Manager:
Name: Kramer
Since: 05/01/2016

PORTFOLIO

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

Underlying data by Value Line