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: -7.97%    
86th
3-Year: 7.11%    
79th
5-Year: 8.17%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.85%    
20th
3-Year: -1.02%    
34th
5-Year: 0%    
48th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 06/30/2022.

Underlying data by Value Line