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: -2.9%    
91th
3-Year: 10.8%    
93th
5-Year: 12.29%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 11.4%    
99th
3-Year: 2.46%    
89th
5-Year: 4.61%    
100th
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MANAGEMENT

Fund Manager:
Name: Kilbride
Since: 02/01/2006

PORTFOLIO

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Data on this page as of 10/31/2022.

Underlying data by Value Line