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

EXPENSES

Cost Per $10,000:
3-Year: $90
5-Year: $158
10-Year: $361
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.82%    
74th
3-Year: 12.52%    
86th
5-Year: 8.48%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.77%    
61th
3-Year: -0.24%    
50th
5-Year: 1.52%    
81th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 08/31/2023.

Underlying data by Value Line