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

EXPENSES

Cost Per $10,000:
3-Year: $74
5-Year: $130
10-Year: $296
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.62%    
60th
3-Year: 1.66%    
45th
5-Year: 3.77%    
36th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.84%    
28th
3-Year: -0.72%    
37th
5-Year: 0.22%    
60th
Show Details

MANAGEMENT

Fund Manager:
Name: Shortsleeve
Since: 08/01/2022

PORTFOLIO

Show Details
Data on this page as of 02/29/2024.

Underlying data by Value Line