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

EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.74%    
45th
3-Year: 7.62%    
94th
5-Year: 10.82%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.82%    
72th
3-Year: 1.83%    
80th
5-Year: 1.18%    
74th
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MANAGEMENT

Fund Manager:
Name: Bowie
Since: 06/01/2018

PORTFOLIO

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

Underlying data by Value Line