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

EXPENSES

Cost Per $10,000:
3-Year: $278
5-Year: $487
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: 16.86%    
11th
3-Year: 6.2%    
81th
5-Year: 10.21%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.89%    
17th
3-Year: -1.7%    
22th
5-Year: -0.01%    
55th
Show Details

MANAGEMENT

Fund Manager:
Name: Willadsen
Since: 10/01/2014

PORTFOLIO

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

Underlying data by Value Line