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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
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: 24.82%    
67th
3-Year: 7.9%    
49th
5-Year: 8.28%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.31%    
31th
3-Year: 0.52%    
56th
5-Year: 1.3%    
77th
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MANAGEMENT

Fund Manager:
Name: Hawkins
Since: 05/01/2014

PORTFOLIO

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

Underlying data by Value Line