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: 6.14%    
3th
3-Year: -4.16%    
10th
5-Year: 13.03%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.22%    
25th
3-Year: -2.02%    
31th
5-Year: 5.95%    
92th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line