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

EXPENSES

Cost Per $10,000:
3-Year: $401
5-Year: $702
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 30.52%    
89th
3-Year: 6.53%    
64th
5-Year: 13.67%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.04%    
95th
3-Year: 6.01%    
89th
5-Year: 2.65%    
87th
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MANAGEMENT

Fund Manager:
Name: Schofield
Since: 08/01/2013

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line