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: -26.51%    
10th
3-Year: 5%    
55th
5-Year: 4.16%    
50th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.57%    
41th
3-Year: 2.92%    
85th
5-Year: 3.88%    
93th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 08/31/2022.

Underlying data by Value Line