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

EXPENSES

Cost Per $10,000:
3-Year: $178
5-Year: $311
10-Year: $709
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.82%    
61th
3-Year: 0.9%    
27th
5-Year: 8.04%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.83%    
69th
3-Year: -2.19%    
27th
5-Year: 1.52%    
78th
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MANAGEMENT

Fund Manager:
Name: Kennedy
Since: 08/01/2013

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line