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

EXPENSES

Cost Per $10,000:
3-Year: $223
5-Year: $391
10-Year: $889
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.76%    
52th
3-Year: 18.91%    
81th
5-Year: 15.23%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.53%    
63th
3-Year: 5.9%    
100th
5-Year: 4.69%    
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 10/31/2021.

Underlying data by Value Line