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: 26.98%    
74th
3-Year: 7.18%    
97th
5-Year: 14.24%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.83%    
84th
3-Year: 2.84%    
91th
5-Year: 2.4%    
89th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 05/31/2024.

Underlying data by Value Line