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

EXPENSES

Cost Per $10,000:
3-Year: $165
5-Year: $289
10-Year: $657
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.26%    
70th
3-Year: 16.22%    
94th
5-Year: 9.22%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.47%    
57th
3-Year: 3.23%    
89th
5-Year: 1.72%    
83th
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MANAGEMENT

Fund Manager:
Name: Voorhis
Since: 05/01/2006

PORTFOLIO

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Data on this page as of 08/31/2023.

Underlying data by Value Line