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

EXPENSES

Cost Per $10,000:
3-Year: $191
5-Year: $334
10-Year: $761
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.16%    
28th
3-Year: 10.5%    
68th
5-Year: 8.61%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -13.97%    
2th
3-Year: 3.12%    
95th
5-Year: 1.63%    
83th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 06/01/2019

PORTFOLIO

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

Underlying data by Value Line