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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.01%    
83th
3-Year: -4.43%    
4th
5-Year: 8.72%    
66th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.08%    
65th
3-Year: -7.26%    
10th
5-Year: -1.69%    
25th
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MANAGEMENT

Fund Manager:
Name: Smith
Since: 03/01/2011

PORTFOLIO

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

Underlying data by Value Line