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

EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.97%    
52th
3-Year: 6.36%    
78th
5-Year: 8.16%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.14%    
27th
3-Year: 3.09%    
71th
5-Year: -2.42%    
19th
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MANAGEMENT

Fund Manager:
Name: Gennaro
Since: 01/01/2021

PORTFOLIO

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

Underlying data by Value Line