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

EXPENSES

Cost Per $10,000:
3-Year: $87
5-Year: $153
10-Year: $348
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.81%    
37th
3-Year: 7.55%    
92th
5-Year: 11.66%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.42%    
28th
3-Year: 0.57%    
60th
5-Year: 0.57%    
65th
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MANAGEMENT

Fund Manager:
Name: Hill
Since: 02/01/2021

PORTFOLIO

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Data on this page as of 05/31/2024.

Underlying data by Value Line