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

EXPENSES

Cost Per $10,000:
3-Year: $200
5-Year: $351
10-Year: $799
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.26%    
31th
3-Year: 9.64%    
90th
5-Year: 10.84%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.03%    
59th
3-Year: 0.57%    
63th
5-Year: 1.43%    
78th
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MANAGEMENT

Fund Manager:
Name: Taylor
Since: 02/01/2013

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line