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

EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.7%    
70th
3-Year: -4.52%    
7th
5-Year: 9.75%    
80th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.29%    
38th
3-Year: -3.88%    
21th
5-Year: 0.19%    
45th
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MANAGEMENT

Fund Manager:
Name: Spencer
Since: 03/01/2019

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line