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

EXPENSES

Cost Per $10,000:
3-Year: $220
5-Year: $385
10-Year: $877
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.08%    
79th
3-Year: 10.52%    
97th
5-Year: 13.4%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.27%    
71th
3-Year: 4.92%    
99th
5-Year: 4.23%    
98th
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MANAGEMENT

Fund Manager:
Name: Ferguson
Since: 09/01/2003

PORTFOLIO

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

Underlying data by Value Line