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

EXPENSES

Cost Per $10,000:
3-Year: $58
5-Year: $102
10-Year: $232
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.68%    
37th
3-Year: 9.87%    
92th
5-Year: 11.18%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.31%    
29th
3-Year: 0.67%    
62th
5-Year: 0.67%    
67th
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MANAGEMENT

Fund Manager:
Name: Hill
Since: 02/01/2021

PORTFOLIO

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

Underlying data by Value Line