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

EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.91%    
63th
3-Year: 9.31%    
83th
5-Year: 9.54%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.34%    
63th
3-Year: 3.46%    
69th
5-Year: 2.69%    
71th
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MANAGEMENT

Fund Manager:
Name: Henneman
Since: 01/01/2006

PORTFOLIO

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

Underlying data by Value Line