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

EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.18%    
45th
3-Year: 5.52%    
80th
5-Year: 9.25%    
72th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.59%    
44th
3-Year: 5.52%    
92th
5-Year: 3.43%    
94th
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MANAGEMENT

Fund Manager:
Name: Oldham
Since: 06/01/2018

PORTFOLIO

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

Underlying data by Value Line