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

EXPENSES

Cost Per $10,000:
3-Year: $258
5-Year: $453
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.71%    
63th
3-Year: 0.44%    
73th
5-Year: 7.16%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.41%    
76th
3-Year: 4.17%    
87th
5-Year: 4.31%    
97th
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MANAGEMENT

Fund Manager:
Name: Chan
Since: 09/01/2017

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line