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

EXPENSES

Cost Per $10,000:
3-Year: $242
5-Year: $425
10-Year: $967
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.01%    
92th
3-Year: -6.46%    
4th
5-Year: 8.18%    
62th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.85%    
98th
3-Year: -8.01%    
9th
5-Year: -2.22%    
22th
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MANAGEMENT

Fund Manager:
Name: Gleich
Since: 09/01/2021

PORTFOLIO

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

Underlying data by Value Line