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

EXPENSES

Cost Per $10,000:
3-Year: $249
5-Year: $436
10-Year: $993
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -23.29%    
9th
3-Year: 4.51%    
48th
5-Year: 4.89%    
50th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.54%    
51th
3-Year: 3.55%    
89th
5-Year: 4.11%    
95th
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MANAGEMENT

Fund Manager:
Name: Dance
Since: 02/01/2019

PORTFOLIO

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Data on this page as of 07/31/2022.

Underlying data by Value Line