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

EXPENSES

Cost Per $10,000:
3-Year: $145
5-Year: $255
10-Year: $580
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.13%    
21th
3-Year: 8.18%    
86th
5-Year: 8.77%    
58th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.28%    
41th
3-Year: -0.36%    
47th
5-Year: -1.92%    
16th
Show Details

MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line