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

EXPENSES

Cost Per $10,000:
3-Year: $352
5-Year: $617
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: 70.59%    
91th
3-Year: 22.07%    
92th
5-Year: 23.4%    
96th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.8%    
52th
3-Year: -0.04%    
57th
5-Year: 2.22%    
69th
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MANAGEMENT

Fund Manager:
Name: Venanzi
Since: 11/01/2011

PORTFOLIO

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Data on this page as of 04/30/2021.

Underlying data by Value Line