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: 10.58%    
84th
3-Year: 8.47%    
91th
5-Year: 12.67%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.59%    
95th
3-Year: 3.42%    
94th
5-Year: 5.14%    
97th
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MANAGEMENT

Fund Manager:
Name: Peck
Since: 11/01/2021

PORTFOLIO

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

Underlying data by Value Line