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

EXPENSES

Cost Per $10,000:
3-Year: $239
5-Year: $419
10-Year: $954
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.86%    
91th
3-Year: 23.16%    
99th
5-Year: 19.73%    
99th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.9%    
86th
3-Year: 5.43%    
95th
5-Year: 4.65%    
95th
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MANAGEMENT

Fund Manager:
Name: Sherwood
Since: 10/01/2015

PORTFOLIO

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Data on this page as of 09/30/2019.

Underlying data by Value Line