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

EXPENSES

Cost Per $10,000:
3-Year: $55
5-Year: $96
10-Year: $219
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.54%    
61th
3-Year: 9.71%    
88th
5-Year: 12.73%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.08%    
37th
3-Year: 2.12%    
66th
5-Year: 0.43%    
50th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line