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

EXPENSES

Cost Per $10,000:
3-Year: $165
5-Year: $289
10-Year: $657
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.51%    
86th
3-Year: 7.39%    
76th
5-Year: 11.53%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.98%    
97th
3-Year: 3.3%    
96th
5-Year: 3.92%    
99th
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MANAGEMENT

Fund Manager:
Name: Kelley
Since: 07/01/2018

PORTFOLIO

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

Underlying data by Value Line