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

EXPENSES

Cost Per $10,000:
3-Year: $87
5-Year: $153
10-Year: $348
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.6%    
87th
3-Year: 6.97%    
86th
5-Year: 14.62%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.07%    
63th
3-Year: 1.58%    
56th
5-Year: 2.45%    
69th
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MANAGEMENT

Fund Manager:
Name: Campagna
Since: 12/01/2015

PORTFOLIO

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Data on this page as of 08/31/2024.

Underlying data by Value Line