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

EXPENSES

Cost Per $10,000:
3-Year: $233
5-Year: $408
10-Year: $928
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.45%    
83th
3-Year: 7.81%    
83th
5-Year: 11.4%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.71%    
93th
3-Year: 5.13%    
100th
5-Year: 4.54%    
100th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line