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: 20.06%    
86th
3-Year: 7.12%    
84th
5-Year: 13.67%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.94%    
60th
3-Year: 1.19%    
53th
5-Year: 2.48%    
75th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details
Data on this page as of 07/31/2024.

Underlying data by Value Line