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

EXPENSES

Cost Per $10,000:
3-Year: $126
5-Year: $221
10-Year: $503
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 0.95%    
87th
3-Year: 9.08%    
73th
5-Year: 9.83%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.36%    
44th
3-Year: -0.4%    
44th
5-Year: 0.75%    
67th
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MANAGEMENT

Fund Manager:
Name: Turner
Since: 07/01/2020

PORTFOLIO

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Data on this page as of 04/30/2022.

Underlying data by Value Line