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

EXPENSES

Cost Per $10,000:
3-Year: $207
5-Year: $362
10-Year: $825
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 60.36%    
73th
3-Year: 10.5%    
64th
5-Year: 12.21%    
68th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.75%    
67th
3-Year: 0.25%    
55th
5-Year: 0.87%    
69th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 03/31/2021.

Underlying data by Value Line