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

EXPENSES

Cost Per $10,000:
3-Year: $216
5-Year: $379
10-Year: $864
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.48%    
33th
3-Year: 6.71%    
90th
5-Year: 9.78%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.83%    
24th
3-Year: 0.02%    
52th
5-Year: 0.01%    
51th
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MANAGEMENT

Fund Manager:
Name: Linehan
Since: 11/01/2015

PORTFOLIO

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Data on this page as of 06/30/2024.

Underlying data by Value Line