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

EXPENSES

Cost Per $10,000:
3-Year: $258
5-Year: $453
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -12.5%    
7th
3-Year: -2.88%    
11th
5-Year: 2.76%    
36th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.25%    
34th
3-Year: -0.27%    
41th
5-Year: 0.72%    
60th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2015

PORTFOLIO

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

Underlying data by Value Line