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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: 13.26%    
77th
3-Year: 9.48%    
64th
5-Year: 8.73%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.92%    
89th
3-Year: 1.13%    
68th
5-Year: 2.57%    
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 10/31/2019.

Underlying data by Value Line