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

EXPENSES

Cost Per $10,000:
3-Year: $291
5-Year: $509
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -2.14%    
24th
3-Year: 1.97%    
31th
5-Year: 3.21%    
49th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.34%    
22th
3-Year: -2.5%    
21th
5-Year: 0.49%    
63th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2010

PORTFOLIO

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Data on this page as of 02/29/2020.

Underlying data by Value Line