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

EXPENSES

Cost Per $10,000:
3-Year: $81
5-Year: $142
10-Year: $322
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.39%    
75th
3-Year: 6.14%    
73th
5-Year: 8.73%    
70th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.95%    
71th
3-Year: 2.67%    
93th
5-Year: 1.92%    
77th
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MANAGEMENT

Fund Manager:
Name: Moran
Since: 01/01/2017

PORTFOLIO

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

Underlying data by Value Line