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

EXPENSES

Cost Per $10,000:
3-Year: $294
5-Year: $515
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -6.12%    
15th
3-Year: 2.63%    
32th
5-Year: 7.2%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.13%    
86th
3-Year: 3.54%    
95th
5-Year: 4.34%    
98th
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MANAGEMENT

Fund Manager:
Name: Batchelor
Since: 01/01/2014

PORTFOLIO

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Data on this page as of 07/31/2020.

Underlying data by Value Line