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

EXPENSES

Cost Per $10,000:
3-Year: $352
5-Year: $617
10-Year: $1.4K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 36.09%    
61th
3-Year: 14.53%    
98th
5-Year: 15.68%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.42%    
88th
3-Year: 7.14%    
99th
5-Year: 4%    
96th
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MANAGEMENT

Fund Manager:
Name: Edwards
Since: 03/01/2015

PORTFOLIO

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

Underlying data by Value Line