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

EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.6%    
7th
3-Year: 12.82%    
97th
5-Year: 9.76%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.89%    
51th
3-Year: -3.23%    
46th
5-Year: 1.99%    
74th
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MANAGEMENT

Fund Manager:
Name: Morris
Since: 05/01/2014

PORTFOLIO

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

Underlying data by Value Line