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

EXPENSES

Cost Per $10,000:
3-Year: $349
5-Year: $611
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.41%    
82th
3-Year: 11.32%    
92th
5-Year: 11.07%    
84th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.5%    
92th
3-Year: 0.53%    
60th
5-Year: 1.13%    
75th
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MANAGEMENT

Fund Manager:
Name: Vanderlee
Since: 05/01/2013

PORTFOLIO

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

Underlying data by Value Line