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

EXPENSES

Cost Per $10,000:
3-Year: $149
5-Year: $260
10-Year: $593
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.1%    
36th
3-Year: 18.12%    
98th
5-Year: 4.44%    
32th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.44%    
70th
3-Year: 1.06%    
55th
5-Year: -4.21%    
11th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line