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

EXPENSES

Cost Per $10,000:
3-Year: $526
5-Year: $923
10-Year: $2.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.01%    
34th
3-Year: 3.06%    
58th
5-Year: 4.31%    
38th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.79%    
94th
3-Year: 2.01%    
98th
5-Year: 2.88%    
100th
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MANAGEMENT

Fund Manager:
Name: Carmack
Since: 08/01/2016

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line