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

EXPENSES

Cost Per $10,000:
3-Year: $245
5-Year: $430
10-Year: $980
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.83%    
64th
3-Year: 9.2%    
90th
5-Year: 10.68%    
72th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.89%    
92th
3-Year: 0.62%    
65th
5-Year: -0.12%    
52th
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MANAGEMENT

Fund Manager:
Name: Diamond
Since: 07/01/2015

PORTFOLIO

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

Underlying data by Value Line