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

EXPENSES

Cost Per $10,000:
3-Year: $359
5-Year: $628
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -43.41%    
1th
3-Year: -1.58%    
29th
5-Year: 6.22%    
61th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -16.19%    
5th
3-Year: -7.26%    
6th
5-Year: -3.27%    
9th
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MANAGEMENT

Fund Manager:
Name: Smith
Since: 03/01/2011

PORTFOLIO

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Data on this page as of 06/30/2022.

Underlying data by Value Line