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

EXPENSES

Cost Per $10,000:
3-Year: $355
5-Year: $623
10-Year: $1.4K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.86%    
13th
3-Year: 8.92%    
91th
5-Year: 10.81%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.88%    
25th
3-Year: 0.89%    
70th
5-Year: 0.27%    
60th
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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