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

EXPENSES

Cost Per $10,000:
3-Year: $307
5-Year: $538
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.02%    
39th
3-Year: 11.4%    
51th
5-Year: 4.83%    
45th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.99%    
40th
3-Year: -0.74%    
40th
5-Year: 0.64%    
68th
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MANAGEMENT

Fund Manager:
Name: Mueller
Since: 07/01/2020

PORTFOLIO

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

Underlying data by Value Line