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

EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.68%    
71th
3-Year: -1.95%    
20th
5-Year: 1.49%    
24th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.07%    
100th
3-Year: 2.23%    
80th
5-Year: 2.34%    
96th
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MANAGEMENT

Fund Manager:
Name: Orchard
Since: 01/01/2018

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line