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

EXPENSES

Cost Per $10,000:
3-Year: $220
5-Year: $385
10-Year: $877
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.88%    
74th
3-Year: 5.86%    
85th
5-Year: 8.6%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.79%    
59th
3-Year: 0.22%    
53th
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 12/31/2024.

Underlying data by Value Line