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

EXPENSES

Cost Per $10,000:
3-Year: $207
5-Year: $362
10-Year: $825
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 23.53%    
63th
3-Year: 6.13%    
72th
5-Year: 12.38%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.76%    
38th
3-Year: -1.93%    
28th
5-Year: 0.8%    
54th
Show Details

MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line