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

EXPENSES

Cost Per $10,000:
3-Year: $23
5-Year: $40
10-Year: $90
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 19.1%    
15th
3-Year: 7.37%    
84th
5-Year: 10.17%    
71th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.51%    
28th
3-Year: -0.88%    
34th
5-Year: -0.22%    
49th
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MANAGEMENT

Fund Manager:
Name: Butler
Since: 09/01/2011

PORTFOLIO

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

Underlying data by Value Line