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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%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.48%    
39th
3-Year: 5.70%    
55th
5-Year: 5.35%    
34th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.06%    
67th
3-Year: 3.62%    
94th
5-Year: 3.31%    
95th
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MANAGEMENT

Fund Manager:
Name: John Carlson
Since: Jun-95

PORTFOLIO

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Data on this page as of 08/31/2017.

Market Data by Xignite