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

EXPENSES

Cost Per $10,000:
3-Year: $220
5-Year: $385
10-Year: $877
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.76%    
82th
3-Year: 5.09%    
44th
5-Year: 12.03%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.35%    
61th
3-Year: 3.16%    
73th
5-Year: 1.36%    
71th
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MANAGEMENT

Fund Manager:
Name: Peters
Since: 05/01/2017

PORTFOLIO

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

Underlying data by Value Line