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

EXPENSES

Cost Per $10,000:
3-Year: $239
5-Year: $419
10-Year: $954
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 23.41%    
62th
3-Year: 6.02%    
72th
5-Year: 12.26%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.87%    
37th
3-Year: -2.04%    
27th
5-Year: 0.69%    
53th
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MANAGEMENT

Fund Manager:
Name: Simon
Since: 03/01/2014

PORTFOLIO

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

Underlying data by Value Line