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: 56.04%    
87th
3-Year: 4.63%    
18th
5-Year: 6.28%    
31th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.08%    
71th
3-Year: 5.72%    
78th
5-Year: 4.42%    
78th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 05/31/2021.

Underlying data by Value Line