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

EXPENSES

Cost Per $10,000:
3-Year: $239
5-Year: $419
10-Year: $954
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.72%    
4th
3-Year: 10.37%    
90th
5-Year: 8.45%    
54th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.86%    
36th
3-Year: -7.16%    
30th
5-Year: -1.03%    
33th
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MANAGEMENT

Fund Manager:
Name: Kim
Since: 06/01/2021

PORTFOLIO

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

Underlying data by Value Line