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

EXPENSES

Cost Per $10,000:
3-Year: $620
5-Year: $1.1K
10-Year: $2.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.83%    
11th
3-Year: 8.01%    
88th
5-Year: 9.88%    
67th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.75%    
18th
3-Year: -0.04%    
53th
5-Year: -0.67%    
37th
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MANAGEMENT

Fund Manager:
Name: Stanish
Since: 09/01/2018

PORTFOLIO

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

Underlying data by Value Line