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

EXPENSES

Cost Per $10,000:
3-Year: $310
5-Year: $543
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 27.95%    
93th
3-Year: 3.94%    
39th
5-Year: 12.41%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.53%    
24th
3-Year: -4.62%    
14th
5-Year: -2.57%    
15th
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MANAGEMENT

Fund Manager:
Name: Johnson
Since: 01/01/2021

PORTFOLIO

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

Underlying data by Value Line