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: 17.78%    
74th
3-Year: 4.49%    
59th
5-Year: 10.8%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.14%    
46th
3-Year: 5.26%    
86th
5-Year: 1.29%    
70th
Show Details

MANAGEMENT

Fund Manager:
Name: Williams
Since: 03/01/2006

PORTFOLIO

Show Details
Data on this page as of 02/29/2024.

Underlying data by Value Line