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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
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: 41.25%    
55th
3-Year: -12.17%    
1th
5-Year: -4.2%    
1th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -14.11%    
26th
3-Year: -10.74%    
11th
5-Year: -5.53%    
17th
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MANAGEMENT

Fund Manager:
Name: FitzMaurice
Since: 01/01/2020

PORTFOLIO

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Data on this page as of 04/30/2021.

Underlying data by Value Line