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

EXPENSES

Cost Per $10,000:
3-Year: $52
5-Year: $91
10-Year: $206
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.7%    
29th
3-Year: 2.19%    
49th
5-Year: 5.01%    
44th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.67%    
4th
3-Year: -1.01%    
35th
5-Year: -1.62%    
27th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line