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

EXPENSES

Cost Per $10,000:
3-Year: $229
5-Year: $402
10-Year: $915
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.7%    
70th
3-Year: 5.64%    
84th
5-Year: 10.55%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.48%    
62th
3-Year: 4.2%    
98th
5-Year: 3.93%    
98th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line