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

EXPENSES

Cost Per $10,000:
3-Year: $245
5-Year: $430
10-Year: $980
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.75%    
19th
3-Year: 7.87%    
85th
5-Year: 8.45%    
56th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.61%    
34th
3-Year: -0.7%    
38th
5-Year: -2.25%    
12th
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MANAGEMENT

Fund Manager:
Name: Chalupnik
Since: 01/01/2020

PORTFOLIO

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

Underlying data by Value Line