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

EXPENSES

Cost Per $10,000:
3-Year: $236
5-Year: $413
10-Year: $941
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.65%    
9th
3-Year: 7.22%    
88th
5-Year: 8.39%    
50th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.13%    
10th
3-Year: 0.05%    
54th
5-Year: -3.06%    
6th
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MANAGEMENT

Fund Manager:
Name: Courtney
Since: 04/01/2014

PORTFOLIO

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

Underlying data by Value Line