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

EXPENSES

Cost Per $10,000:
3-Year: $126
5-Year: $221
10-Year: $503
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -10.77%    
32th
3-Year: 10.28%    
93th
5-Year: 10.94%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.56%    
80th
3-Year: 2.82%    
84th
5-Year: 2.78%    
86th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 06/30/2022.

Underlying data by Value Line