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

EXPENSES

Cost Per $10,000:
3-Year: $233
5-Year: $408
10-Year: $928
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.75%    
40th
3-Year: -0.64%    
22th
5-Year: 7.38%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.07%    
11th
3-Year: 0.17%    
43th
5-Year: -2.66%    
17th
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MANAGEMENT

Fund Manager:
Name: Whitaker
Since: 03/01/2010

PORTFOLIO

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

Underlying data by Value Line