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: 4.26%    
84th
3-Year: 19.71%    
99th
5-Year: 12.46%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.36%    
72th
3-Year: 14.25%    
99th
5-Year: 4.12%    
90th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line