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

EXPENSES

Cost Per $10,000:
3-Year: $136
5-Year: $238
10-Year: $541
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.88%    
31th
3-Year: 2.69%    
51th
5-Year: 4.18%    
34th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.07%    
6th
3-Year: -0.85%    
36th
5-Year: -3.3%    
11th
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MANAGEMENT

Fund Manager:
Name: Scheitler
Since: 09/01/2013

PORTFOLIO

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

Underlying data by Value Line