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

EXPENSES

Cost Per $10,000:
3-Year: $365
5-Year: $640
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.47%    
91th
3-Year: 6.19%    
93th
5-Year: 13.68%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.94%    
25th
3-Year: 3.03%    
73th
5-Year: -0.62%    
36th
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MANAGEMENT

Fund Manager:
Name: Schofield
Since: 08/01/2013

PORTFOLIO

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

Underlying data by Value Line