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

EXPENSES

Cost Per $10,000:
3-Year: $249
5-Year: $436
10-Year: $993
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.82%    
90th
3-Year: 22.26%    
99th
5-Year: 15.15%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.73%    
57th
3-Year: 6.58%    
97th
5-Year: 5.36%    
100th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details
Data on this page as of 10/31/2019.

Underlying data by Value Line