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

EXPENSES

Cost Per $10,000:
3-Year: $145
5-Year: $255
10-Year: $580
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.47%    
81th
3-Year: 9.59%    
95th
5-Year: 11.9%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.87%    
76th
3-Year: 3.63%    
97th
5-Year: 2.72%    
92th
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MANAGEMENT

Fund Manager:
Name: Holt
Since: 09/01/2012

PORTFOLIO

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

Underlying data by Value Line