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

EXPENSES

Cost Per $10,000:
3-Year: $265
5-Year: $464
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -1.32%    
2th
3-Year: 6.04%    
47th
5-Year: 5.02%    
36th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.02%    
30th
3-Year: 2.14%    
89th
5-Year: 2.64%    
88th
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MANAGEMENT

Fund Manager:
Name: Carlson
Since: 1995-0

PORTFOLIO

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Data on this page as of 07/31/2018.

Market Data by Xignite