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

EXPENSES

Cost Per $10,000:
3-Year: $252
5-Year: $441
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.81%    
71th
3-Year: 7.65%    
47th
5-Year: 8.3%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.31%    
40th
3-Year: 0.24%    
49th
5-Year: 1.31%    
77th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line