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

EXPENSES

Cost Per $10,000:
3-Year: $268
5-Year: $470
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.92%    
41th
3-Year: 5.96%    
76th
5-Year: 6.14%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 14.17%    
100th
3-Year: 8.16%    
100th
5-Year: 4.06%    
97th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2013

PORTFOLIO

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Data on this page as of 07/31/2020.

Underlying data by Value Line