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

EXPENSES

Cost Per $10,000:
3-Year: $191
5-Year: $334
10-Year: $761
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.97%    
76th
3-Year: 13.86%    
87th
5-Year: 9.63%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.25%    
67th
3-Year: 2.46%    
76th
5-Year: 2.02%    
79th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2013

PORTFOLIO

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Data on this page as of 10/31/2019.

Underlying data by Value Line