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

EXPENSES

Cost Per $10,000:
3-Year: $233
5-Year: $408
10-Year: $928
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 36.57%    
63th
3-Year: 14.98%    
98th
5-Year: 16.16%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.78%    
90th
3-Year: 7.57%    
100th
5-Year: 4.46%    
99th
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MANAGEMENT

Fund Manager:
Name: Edwards
Since: 04/01/2017

PORTFOLIO

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

Underlying data by Value Line