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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
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: 16.32%    
82th
3-Year: 9.77%    
92th
5-Year: 12.6%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.33%    
91th
3-Year: 3.66%    
95th
5-Year: 3.35%    
93th
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MANAGEMENT

Fund Manager:
Name: DeAugustino
Since: 05/01/2022

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line