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

EXPENSES

Cost Per $10,000:
3-Year: $287
5-Year: $504
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.8%    
9th
3-Year: 3.56%    
87th
5-Year: 6.2%    
49th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.26%    
9th
3-Year: -0.13%    
51th
5-Year: -3.19%    
5th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details
Data on this page as of 04/30/2024.

Underlying data by Value Line