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

EXPENSES

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

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.85%    
42th
3-Year: -0.15%    
29th
5-Year: 2.33%    
30th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.66%    
4th
3-Year: -2.91%    
3th
5-Year: -0.83%    
17th
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MANAGEMENT

Fund Manager:
Name: Norton
Since: 09/01/2017

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line