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

EXPENSES

Cost Per $10,000:
3-Year: $307
5-Year: $538
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 45.37%    
98th
3-Year: -4.34%    
4th
5-Year: 11.37%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.75%    
59th
3-Year: -11.11%    
12th
5-Year: -6.27%    
17th
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MANAGEMENT

Fund Manager:
Name: Rizzo
Since: 12/01/2022

PORTFOLIO

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

Underlying data by Value Line