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

EXPENSES

Cost Per $10,000:
3-Year: $287
5-Year: $504
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.45%    
12th
3-Year: 3.2%    
14th
5-Year: 3.19%    
24th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.04%    
7th
3-Year: -1.65%    
11th
5-Year: -1.38%    
9th
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MANAGEMENT

Fund Manager:
Name: Cohen
Since: 02/01/2013

PORTFOLIO

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

Underlying data by Value Line