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

EXPENSES

Cost Per $10,000:
3-Year: $226
5-Year: $396
10-Year: $902
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 33.23%    
45th
3-Year: 16.98%    
84th
5-Year: 14.3%    
76th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.59%    
55th
3-Year: 6.46%    
100th
5-Year: 4.15%    
96th
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MANAGEMENT

Fund Manager:
Name: Giroux
Since: 06/01/2006

PORTFOLIO

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Data on this page as of 04/30/2021.

Underlying data by Value Line