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: 7.62%    
29th
3-Year: 2.12%    
48th
5-Year: 4.94%    
43th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.74%    
4th
3-Year: -1.08%    
34th
5-Year: -1.69%    
25th
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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