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: 11.49%    
97th
3-Year: 12.61%    
86th
5-Year: 10.3%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 26.4%    
99th
3-Year: 8.7%    
99th
5-Year: 4.99%    
97th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line