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

EXPENSES

Cost Per $10,000:
3-Year: $203
5-Year: $357
10-Year: $812
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 31.9%    
93th
3-Year: 10.41%    
89th
5-Year: 13.84%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.63%    
91th
3-Year: 2.38%    
70th
5-Year: 2.15%    
71th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line