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

EXPENSES

Cost Per $10,000:
3-Year: $455
5-Year: $798
10-Year: $1.8K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 50.54%    
94th
3-Year: 6.4%    
54th
5-Year: 16.88%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 13.44%    
100th
3-Year: 4.55%    
81th
5-Year: 6.44%    
99th
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MANAGEMENT

Fund Manager:
Name: Retzler
Since: 12/01/2016

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line