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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.48%    
49th
3-Year: 5.49%    
76th
5-Year: 10.87%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.39%    
76th
3-Year: -2.97%    
10th
5-Year: 1.28%    
76th
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MANAGEMENT

Fund Manager:
Name: Rodgers
Since: 07/01/2013

PORTFOLIO

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

Underlying data by Value Line