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

EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 47.77%    
84th
3-Year: 11.46%    
60th
5-Year: 12.33%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.97%    
75th
3-Year: -0.32%    
44th
5-Year: 0.36%    
57th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 06/30/2021.

Underlying data by Value Line