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

EXPENSES

Cost Per $10,000:
3-Year: $388
5-Year: $679
10-Year: $1.5K
Loads and Fees:
Initial: 5.25%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 80.35%    
98th
3-Year: 30.03%    
98th
5-Year: 28.25%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 35.19%    
97th
3-Year: 10.56%    
96th
5-Year: 7.4%    
95th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2010

PORTFOLIO

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Data on this page as of 02/28/2021.

Underlying data by Value Line