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

EXPENSES

Cost Per $10,000:
3-Year: $200
5-Year: $351
10-Year: $799
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.53%    
78th
3-Year: 15.42%    
67th
5-Year: 3.11%    
30th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.32%    
85th
3-Year: 2.56%    
86th
5-Year: 0.26%    
52th
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MANAGEMENT

Fund Manager:
Name: Strandberg
Since: 05/01/2001

PORTFOLIO

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Data on this page as of 04/30/2023.

Underlying data by Value Line