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

EXPENSES

Cost Per $10,000:
3-Year: $336
5-Year: $589
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 19.82%    
90th
3-Year: 7.32%    
71th
5-Year: 9.18%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 11.69%    
99th
3-Year: 4.04%    
84th
5-Year: 3.93%    
96th
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MANAGEMENT

Fund Manager:
Name: Fegley
Since: 03/01/2023

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line