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

EXPENSES

Cost Per $10,000:
3-Year: $262
5-Year: $458
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 19.18%    
14th
3-Year: 9.24%    
92th
5-Year: 11.16%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.6%    
28th
3-Year: 1.23%    
74th
5-Year: 0.61%    
67th
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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