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

EXPENSES

Cost Per $10,000:
3-Year: $171
5-Year: $300
10-Year: $683
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 19.61%    
48th
3-Year: 8.71%    
55th
5-Year: 7.78%    
70th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.21%    
49th
3-Year: 0.03%    
48th
5-Year: 1.6%    
82th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/1992

PORTFOLIO

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

Underlying data by Value Line