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

EXPENSES

Cost Per $10,000:
3-Year: $494
5-Year: $866
10-Year: $2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.39%    
12th
3-Year: 8.46%    
89th
5-Year: 10.37%    
72th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.31%    
21th
3-Year: 0.4%    
60th
5-Year: -0.17%    
51th
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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