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

EXPENSES

Cost Per $10,000:
3-Year: $265
5-Year: $464
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.59%    
87th
3-Year: 2.6%    
37th
5-Year: 14.11%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.81%    
79th
3-Year: -2.67%    
23th
5-Year: 3.66%    
97th
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MANAGEMENT

Fund Manager:
Name: Eiswert
Since: 10/01/2012

PORTFOLIO

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

Underlying data by Value Line