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

EXPENSES

Cost Per $10,000:
3-Year: $287
5-Year: $504
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.44%    
14th
3-Year: 5.42%    
92th
5-Year: 8.88%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.7%    
26th
3-Year: 1.12%    
73th
5-Year: 0.52%    
65th
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MANAGEMENT

Fund Manager:
Name: Stanish
Since: 09/01/2018

PORTFOLIO

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

Underlying data by Value Line