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

EXPENSES

Cost Per $10,000:
3-Year: $252
5-Year: $441
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.63%    
58th
3-Year: 7.87%    
89th
5-Year: 11.41%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.85%    
82th
3-Year: 0.31%    
58th
5-Year: 0.83%    
70th
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MANAGEMENT

Fund Manager:
Name: Matson
Since: 12/01/2007

PORTFOLIO

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

Underlying data by Value Line