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

EXPENSES

Cost Per $10,000:
3-Year: $278
5-Year: $487
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1.00%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.92%    
33th
3-Year: 8.64%    
54th
5-Year: 4.59%    
33th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.35%    
35th
3-Year: 3.34%    
96th
5-Year: 3.22%    
96th
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MANAGEMENT

Fund Manager:
Name: Carlson
Since: 1995-0

PORTFOLIO

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Data on this page as of 01/31/2018.

Market Data by Xignite