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

EXPENSES

Cost Per $10,000:
3-Year: $401
5-Year: $702
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.58%    
26th
3-Year: 8.43%    
87th
5-Year: 11.26%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.69%    
49th
3-Year: -0.11%    
52th
5-Year: 0.74%    
69th
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MANAGEMENT

Fund Manager:
Name: Taylor
Since: 11/01/2008

PORTFOLIO

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

Underlying data by Value Line