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

EXPENSES

Cost Per $10,000:
3-Year: $203
5-Year: $357
10-Year: $812
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.65%    
77th
3-Year: 4.2%    
52th
5-Year: 10.44%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.53%    
49th
3-Year: 4.2%    
79th
5-Year: -0.09%    
39th
Show Details

MANAGEMENT

Fund Manager:
Name: Berghuis
Since: 09/01/2015

PORTFOLIO

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

Underlying data by Value Line