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

EXPENSES

Cost Per $10,000:
3-Year: $97
5-Year: $170
10-Year: $387
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.13%    
28th
3-Year: 10.84%    
86th
5-Year: 12.44%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.35%    
33th
3-Year: 1.31%    
62th
5-Year: 1.8%    
65th
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MANAGEMENT

Fund Manager:
Name: Fisher
Since: 07/01/2022

PORTFOLIO

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Data on this page as of 01/31/2024.

Underlying data by Value Line