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

EXPENSES

Cost Per $10,000:
3-Year: $252
5-Year: $441
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.55%    
72th
3-Year: 19.76%    
88th
5-Year: 17.56%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.95%    
81th
3-Year: -2.18%    
32th
5-Year: -1.37%    
35th
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MANAGEMENT

Fund Manager:
Name: Williams
Since: 12/01/1994

PORTFOLIO

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Data on this page as of 11/30/2021.

Underlying data by Value Line