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

EXPENSES

Cost Per $10,000:
3-Year: $110
5-Year: $192
10-Year: $438
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.58%    
90th
3-Year: 8.63%    
94th
5-Year: 14.17%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.64%    
77th
3-Year: 4.3%    
83th
5-Year: 3.47%    
84th
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MANAGEMENT

Fund Manager:
Name: Maldonado
Since: 10/01/2021

PORTFOLIO

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

Underlying data by Value Line