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

EXPENSES

Cost Per $10,000:
3-Year: $236
5-Year: $413
10-Year: $941
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.82%    
6th
3-Year: 32.19%    
99th
5-Year: 13.55%    
84th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.27%    
47th
3-Year: 17.52%    
97th
5-Year: 3.32%    
85th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line