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

EXPENSES

Cost Per $10,000:
3-Year: $178
5-Year: $311
10-Year: $709
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.94%    
67th
3-Year: 7.41%    
46th
5-Year: 6.38%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.2%    
32th
3-Year: 0.03%    
44th
5-Year: -0.6%    
35th
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MANAGEMENT

Fund Manager:
Name: Hoefig
Since: 05/01/2014

PORTFOLIO

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

Underlying data by Value Line