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

EXPENSES

Cost Per $10,000:
3-Year: $297
5-Year: $521
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 1.02%    
80th
3-Year: 3.56%    
35th
5-Year: 2.5%    
37th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.33%    
86th
3-Year: -1.54%    
8th
5-Year: -0.44%    
29th
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MANAGEMENT

Fund Manager:
Name: Cohen
Since: 2013-0

PORTFOLIO

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Data on this page as of 01/31/2019.

Market Data by Xignite