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

EXPENSES

Cost Per $10,000:
3-Year: $501
5-Year: $877
10-Year: $2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.35%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.12%    
49th
3-Year: -6.78%    
7th
5-Year: 7.8%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.8%    
14th
3-Year: -3.78%    
22th
5-Year: -0.09%    
39th
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MANAGEMENT

Fund Manager:
Name: Corbett
Since: 02/01/2017

PORTFOLIO

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

Underlying data by Value Line