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

EXPENSES

Cost Per $10,000:
3-Year: $207
5-Year: $362
10-Year: $825
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 19.62%    
89th
3-Year: 6.43%    
91th
5-Year: 12.7%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.4%    
69th
3-Year: 3.06%    
69th
5-Year: 2.73%    
73th
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MANAGEMENT

Fund Manager:
Name: Adams
Since: 01/01/2015

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line