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

EXPENSES

Cost Per $10,000:
3-Year: $420
5-Year: $736
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.89%    
5th
3-Year: 9.27%    
45th
5-Year: 5.16%    
43th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -9.56%    
8th
3-Year: -2.98%    
13th
5-Year: -2.43%    
11th
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MANAGEMENT

Fund Manager:
Name: Delano
Since: 03/01/2017

PORTFOLIO

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Data on this page as of 04/30/2023.

Underlying data by Value Line