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

EXPENSES

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

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 58.7%    
92th
3-Year: 13.87%    
74th
5-Year: 15.25%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.29%    
73th
3-Year: 3.2%    
88th
5-Year: 3.61%    
97th
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MANAGEMENT

Fund Manager:
Name: Tillinghast
Since: 12/01/2012

PORTFOLIO

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Data on this page as of 06/30/2021.

Underlying data by Value Line