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

EXPENSES

Cost Per $10,000:
3-Year: $110
5-Year: $192
10-Year: $438
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.29%    
34th
3-Year: 14.21%    
85th
5-Year: 11.09%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.53%    
26th
3-Year: 0.52%    
58th
5-Year: 1.74%    
80th
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MANAGEMENT

Fund Manager:
Name: Maldonado
Since: 10/01/2021

PORTFOLIO

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Data on this page as of 04/30/2023.

Underlying data by Value Line