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

EXPENSES

Cost Per $10,000:
3-Year: $142
5-Year: $249
10-Year: $567
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 19.85%    
86th
3-Year: 6.98%    
85th
5-Year: 13.48%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.71%    
15th
3-Year: 0.8%    
47th
5-Year: -1.09%    
29th
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MANAGEMENT

Fund Manager:
Name: Lee
Since: 02/01/2023

PORTFOLIO

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

Underlying data by Value Line