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

EXPENSES

Cost Per $10,000:
3-Year: $333
5-Year: $583
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -0.9%    
43th
3-Year: 2.36%    
28th
5-Year: 2.72%    
38th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.16%    
54th
3-Year: -3.65%    
6th
5-Year: -1.85%    
12th
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MANAGEMENT

Fund Manager:
Name: Jablonski
Since: 01/01/2010

PORTFOLIO

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

Underlying data by Value Line