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

EXPENSES

Cost Per $10,000:
3-Year: $287
5-Year: $504
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 47.75%    
98th
3-Year: 3.98%    
35th
5-Year: 11.57%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.97%    
91th
3-Year: -5.21%    
13th
5-Year: -3.93%    
8th
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MANAGEMENT

Fund Manager:
Name: Starke
Since: 11/01/2015

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line