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

EXPENSES

Cost Per $10,000:
3-Year: $174
5-Year: $306
10-Year: $696
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.2%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.07%    
31th
3-Year: 13.97%    
84th
5-Year: 10.86%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.75%    
22th
3-Year: 0.29%    
51th
5-Year: 1.51%    
74th
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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