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: 38.62%    
71th
3-Year: 20.94%    
85th
5-Year: 19.76%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.14%    
48th
3-Year: -4.82%    
20th
5-Year: -2.06%    
32th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 10/31/2021.

Underlying data by Value Line