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

EXPENSES

Cost Per $10,000:
3-Year: $84
5-Year: $147
10-Year: $335
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.79%    
72th
3-Year: 3.98%    
76th
5-Year: 8.13%    
69th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.12%    
67th
3-Year: 2.37%    
92th
5-Year: 1.84%    
71th
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MANAGEMENT

Fund Manager:
Name: Moran
Since: 01/01/2017

PORTFOLIO

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

Underlying data by Value Line