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

EXPENSES

Cost Per $10,000:
3-Year: $278
5-Year: $487
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.73%    
63th
3-Year: 9.09%    
90th
5-Year: 10.58%    
71th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.78%    
90th
3-Year: 0.51%    
62th
5-Year: -0.23%    
48th
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MANAGEMENT

Fund Manager:
Name: Diamond
Since: 06/01/2008

PORTFOLIO

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

Underlying data by Value Line