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

EXPENSES

Cost Per $10,000:
3-Year: $229
5-Year: $402
10-Year: $915
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 55.13%    
98th
3-Year: 6.24%    
62th
5-Year: 13.06%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 11.57%    
94th
3-Year: -1.26%    
25th
5-Year: -2.28%    
17th
Show Details

MANAGEMENT

Fund Manager:
Name: Greene
Since: 10/01/2021

PORTFOLIO

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

Underlying data by Value Line