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

EXPENSES

Cost Per $10,000:
3-Year: $84
5-Year: $147
10-Year: $335
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 33.04%    
51th
3-Year: 17.04%    
84th
5-Year: 14.58%    
76th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -14.14%    
6th
3-Year: 2.37%    
70th
5-Year: -0.41%    
40th
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MANAGEMENT

Fund Manager:
Name: Kilbride
Since: 02/01/2006

PORTFOLIO

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Data on this page as of 06/30/2021.

Underlying data by Value Line