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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: 26.69%    
75th
3-Year: 8.73%    
64th
5-Year: 6.23%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.56%    
50th
3-Year: 2.67%    
90th
5-Year: 0.03%    
45th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2011

PORTFOLIO

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Data on this page as of 12/31/2019.

Underlying data by Value Line