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: 41.25%    
47th
3-Year: 15.7%    
85th
5-Year: 13.72%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -27.14%    
3th
3-Year: 2.1%    
73th
5-Year: -0.23%    
40th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details
Data on this page as of 03/31/2021.

Underlying data by Value Line