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

EXPENSES

Cost Per $10,000:
3-Year: $213
5-Year: $374
10-Year: $851
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.47%    
68th
3-Year: 18.62%    
85th
5-Year: 17.98%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.13%    
75th
3-Year: -3.61%    
24th
5-Year: -0.7%    
42th
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MANAGEMENT

Fund Manager:
Name: Demain
Since: 07/01/2012

PORTFOLIO

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Data on this page as of 11/30/2021.

Underlying data by Value Line