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

EXPENSES

Cost Per $10,000:
3-Year: $346
5-Year: $606
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 27.88%    
37th
3-Year: 1.64%    
38th
5-Year: 9.82%    
65th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -9.38%    
10th
3-Year: -5.36%    
15th
5-Year: -3.05%    
20th
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MANAGEMENT

Fund Manager:
Name: Polk
Since: 01/01/2019

PORTFOLIO

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Data on this page as of 10/31/2024.

Underlying data by Value Line