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

EXPENSES

Cost Per $10,000:
3-Year: $45
5-Year: $79
10-Year: $180
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.78%    
77th
3-Year: 10.29%    
84th
5-Year: 10.97%    
95th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.12%    
71th
3-Year: 0.41%    
59th
5-Year: 3.25%    
90th
Show Details

MANAGEMENT

Fund Manager:
Name: Butler
Since: 04/01/2016

PORTFOLIO

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

Underlying data by Value Line