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

EXPENSES

Cost Per $10,000:
3-Year: $258
5-Year: $453
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.72%    
10th
3-Year: 0.2%    
33th
5-Year: 1.28%    
19th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.12%    
21th
3-Year: 1.52%    
86th
5-Year: 1.11%    
80th
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MANAGEMENT

Fund Manager:
Name: Drum
Since: 09/01/2015

PORTFOLIO

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Data on this page as of 08/31/2024.

Underlying data by Value Line