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

EXPENSES

Cost Per $10,000:
3-Year: $329
5-Year: $577
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 1.34%    
7th
3-Year: -9.93%    
2th
5-Year: 0.73%    
13th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -18.85%    
0th
3-Year: -14.1%    
0th
5-Year: -5.19%    
0th
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MANAGEMENT

Fund Manager:
Name: Watanabe
Since: 07/01/2024

PORTFOLIO

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

Underlying data by Value Line