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

EXPENSES

Cost Per $10,000:
3-Year: $287
5-Year: $504
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.5%    
75th
3-Year: -1.27%    
30th
5-Year: 14.29%    
94th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.01%    
64th
3-Year: 0.64%    
37th
5-Year: 4.82%    
90th
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MANAGEMENT

Fund Manager:
Name: Brandt
Since: 06/01/2023

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line