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

EXPENSES

Cost Per $10,000:
3-Year: $94
5-Year: $164
10-Year: $374
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 38.54%    
64th
3-Year: 11.44%    
60th
5-Year: 11.74%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.85%    
31th
3-Year: -0.58%    
53th
5-Year: -0.8%    
40th
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MANAGEMENT

Fund Manager:
Name: Perre
Since: 08/01/2008

PORTFOLIO

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Data on this page as of 06/30/2021.

Underlying data by Value Line