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

EXPENSES

Cost Per $10,000:
3-Year: $71
5-Year: $125
10-Year: $284
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.28%    
44th
3-Year: 2.56%    
53th
5-Year: 3.32%    
33th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.55%    
32th
3-Year: -0.61%    
45th
5-Year: -0.18%    
43th
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MANAGEMENT

Fund Manager:
Name: Shortsleeve
Since: 08/01/2022

PORTFOLIO

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

Underlying data by Value Line