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

EXPENSES

Cost Per $10,000:
3-Year: $320
5-Year: $560
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.8%    
11th
3-Year: 2.82%    
80th
5-Year: 8.24%    
72th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.97%    
17th
3-Year: -1.84%    
21th
5-Year: -0.15%    
51th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line