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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: -7.27%    
4th
3-Year: 4.54%    
37th
5-Year: 3.71%    
41th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.2%    
48th
3-Year: 1.67%    
81th
5-Year: 3.21%    
94th
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MANAGEMENT

Fund Manager:
Name: Carlson
Since: 1995-0

PORTFOLIO

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Data on this page as of 10/31/2018.

Market Data by Xignite