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

EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 31.15%    
63th
3-Year: 11.54%    
98th
5-Year: 14.09%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.73%    
90th
3-Year: 7.48%    
100th
5-Year: 4.42%    
98th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line