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

EXPENSES

Cost Per $10,000:
3-Year: $203
5-Year: $357
10-Year: $812
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -2.58%    
89th
3-Year: 12.89%    
88th
5-Year: 7.52%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.84%    
63th
3-Year: 0.55%    
61th
5-Year: 0.22%    
54th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details
Data on this page as of 02/28/2023.

Underlying data by Value Line