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

EXPENSES

Cost Per $10,000:
3-Year: $100
5-Year: $175
10-Year: $400
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -4.99%    
18th
3-Year: 0.16%    
21th
5-Year: 2.5%    
36th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.24%    
70th
3-Year: 1.6%    
71th
5-Year: 0.99%    
63th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 05/31/2020.

Underlying data by Value Line