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

EXPENSES

Cost Per $10,000:
3-Year: $203
5-Year: $357
10-Year: $812
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -2.8%    
24th
3-Year: 8.46%    
86th
5-Year: 8.07%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.63%    
62th
3-Year: 0.52%    
60th
5-Year: 0.45%    
60th
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MANAGEMENT

Fund Manager:
Name: Linehan
Since: 11/01/2015

PORTFOLIO

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Data on this page as of 06/30/2022.

Underlying data by Value Line