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

EXPENSES

Cost Per $10,000:
3-Year: $181
5-Year: $317
10-Year: $722
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -11.21%    
8th
3-Year: -2.09%    
11th
5-Year: 1.06%    
19th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3%    
25th
3-Year: -0.68%    
35th
5-Year: -0.46%    
40th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 05/31/2020.

Underlying data by Value Line