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

EXPENSES

Cost Per $10,000:
3-Year: $100
5-Year: $175
10-Year: $400
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -17.99%    
28th
3-Year: 2.97%    
57th
5-Year: 4.78%    
62th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.21%    
11th
3-Year: 0.71%    
58th
5-Year: 0.94%    
69th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2022.

Underlying data by Value Line