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: 15.05%    
70th
3-Year: 5.64%    
47th
5-Year: 11.5%    
72th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.39%    
35th
3-Year: -0.53%    
52th
5-Year: -0.43%    
47th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2020.

Underlying data by Value Line