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

EXPENSES

Cost Per $10,000:
3-Year: $368
5-Year: $645
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 65.75%    
88th
3-Year: 14.42%    
77th
5-Year: 14.61%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.97%    
73th
3-Year: -0.86%    
37th
5-Year: -0.36%    
40th
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MANAGEMENT

Fund Manager:
Name: Kaynor
Since: 01/01/2018

PORTFOLIO

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Data on this page as of 04/30/2021.

Underlying data by Value Line