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

EXPENSES

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

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.33%    
57th
3-Year: 0.98%    
45th
5-Year: 4.35%    
49th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.64%    
65th
3-Year: 0.75%    
51th
5-Year: 0.22%    
51th
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MANAGEMENT

Fund Manager:
Name: Bottari
Since: 08/01/2018

PORTFOLIO

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

Underlying data by Value Line