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

EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.55%    
67th
3-Year: 0.24%    
22th
5-Year: 7.94%    
61th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.21%    
59th
3-Year: -0.48%    
35th
5-Year: -1.77%    
30th
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MANAGEMENT

Fund Manager:
Name: Si
Since: 07/01/2021

PORTFOLIO

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

Underlying data by Value Line