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: 47.38%    
53th
3-Year: 11.16%    
68th
5-Year: 11.92%    
66th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -9.23%    
24th
3-Year: 0.91%    
66th
5-Year: 0.58%    
62th
Show Details

MANAGEMENT

Fund Manager:
Name: Stetler
Since: 12/01/2003

PORTFOLIO

Show Details
Data on this page as of 03/31/2021.

Underlying data by Value Line