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

EXPENSES

Cost Per $10,000:
3-Year: $342
5-Year: $600
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: 0.75%    
80th
3-Year: 13.92%    
92th
5-Year: 3.28%    
50th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.45%    
77th
3-Year: 2.11%    
86th
5-Year: -3.91%    
5th
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MANAGEMENT

Fund Manager:
Name: Polk
Since: 01/01/2019

PORTFOLIO

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

Underlying data by Value Line