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

EXPENSES

Cost Per $10,000:
3-Year: $103
5-Year: $181
10-Year: $412
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.06%    
72th
3-Year: 7.82%    
49th
5-Year: 7.57%    
68th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.04%    
44th
3-Year: 0.46%    
54th
5-Year: 0.6%    
61th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2019

PORTFOLIO

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Data on this page as of 12/31/2019.

Underlying data by Value Line