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

EXPENSES

Cost Per $10,000:
3-Year: $16
5-Year: $28
10-Year: $64
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.44%    
49th
3-Year: 5.71%    
69th
5-Year: 10.93%    
80th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.09%    
30th
3-Year: -2.43%    
24th
5-Year: -0.77%    
40th
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MANAGEMENT

Fund Manager:
Name: Butler
Since: 11/01/2001

PORTFOLIO

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

Underlying data by Value Line