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

EXPENSES

Cost Per $10,000:
3-Year: $226
5-Year: $396
10-Year: $902
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 35.63%    
98th
3-Year: 7.54%    
83th
5-Year: 14.55%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.75%    
92th
3-Year: 0.3%    
42th
5-Year: -0.73%    
34th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line