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

EXPENSES

Cost Per $10,000:
3-Year: $191
5-Year: $334
10-Year: $761
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.2%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -10.95%    
31th
3-Year: 10.06%    
92th
5-Year: 10.72%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.38%    
78th
3-Year: 2.57%    
79th
5-Year: 2.54%    
82th
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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