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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: 42.24%    
98th
3-Year: 25.77%    
99th
5-Year: 18.81%    
99th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.1%    
62th
3-Year: 3.14%    
76th
5-Year: 2.14%    
66th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line