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

EXPENSES

Cost Per $10,000:
3-Year: $197
5-Year: $345
10-Year: $786
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.74%    
60th
3-Year: 10.3%    
95th
5-Year: 11.76%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.18%    
63th
3-Year: 1.63%    
80th
5-Year: 0.74%    
69th
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MANAGEMENT

Fund Manager:
Name: Caruso
Since: 10/01/2013

PORTFOLIO

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

Underlying data by Value Line