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

EXPENSES

Cost Per $10,000:
3-Year: $145
5-Year: $255
10-Year: $580
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.17%    
15th
3-Year: -3.67%    
11th
5-Year: -0.1%    
5th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.07%    
46th
3-Year: -0.93%    
28th
5-Year: -1.18%    
27th
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MANAGEMENT

Fund Manager:
Name: Castagliuolo
Since: 12/01/2009

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line