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

EXPENSES

Cost Per $10,000:
3-Year: $365
5-Year: $640
10-Year: $1.5K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.3%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.17%    
9th
3-Year: 6.79%    
86th
5-Year: 7.96%    
47th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.51%    
7th
3-Year: -0.4%    
45th
5-Year: -3.48%    
4th
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MANAGEMENT

Fund Manager:
Name: Courtney
Since: 04/01/2014

PORTFOLIO

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

Underlying data by Value Line