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

EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -29.01%    
7th
3-Year: 15.45%    
97th
5-Year: 15.07%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.29%    
27th
3-Year: 5.45%    
95th
5-Year: 3.67%    
93th
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MANAGEMENT

Fund Manager:
Name: Kalra
Since: 07/01/2019

PORTFOLIO

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Data on this page as of 08/31/2022.

Underlying data by Value Line