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

EXPENSES

Cost Per $10,000:
3-Year: $3
5-Year: $6
10-Year: $13
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -1.08%    
28th
3-Year: 1.67%    
30th
5-Year: 5.1%    
71th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.7%    
93th
3-Year: 2.91%    
91th
5-Year: 3.48%    
95th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2006

PORTFOLIO

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Data on this page as of 05/31/2020.

Underlying data by Value Line