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

EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.24%    
64th
3-Year: 1.87%    
63th
5-Year: 6.25%    
61th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.25%    
65th
3-Year: -1.96%    
20th
5-Year: -1.4%    
29th
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MANAGEMENT

Fund Manager:
Name: Wordell
Since: 08/01/2014

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line