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

EXPENSES

Cost Per $10,000:
3-Year: $410
5-Year: $719
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 37.7%    
81th
3-Year: 16.68%    
89th
5-Year: 19.26%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.81%    
67th
3-Year: 5.7%    
83th
5-Year: 5.3%    
87th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2013

PORTFOLIO

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Data on this page as of 02/28/2021.

Underlying data by Value Line