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

EXPENSES

Cost Per $10,000:
3-Year: $113
5-Year: $198
10-Year: $451
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -1.59%    
50th
3-Year: 0.88%    
79th
5-Year: 5.73%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.68%    
57th
3-Year: 6.29%    
89th
5-Year: 3.18%    
84th
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MANAGEMENT

Fund Manager:
Name: Sykes
Since: 05/01/2023

PORTFOLIO

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

Underlying data by Value Line