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

EXPENSES

Cost Per $10,000:
3-Year: $239
5-Year: $419
10-Year: $954
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.26%    
72th
3-Year: -3.52%    
9th
5-Year: 3.88%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.89%    
72th
3-Year: 0.55%    
60th
5-Year: 3.02%    
84th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line