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

EXPENSES

Cost Per $10,000:
3-Year: $368
5-Year: $645
10-Year: $1.5K
Loads and Fees:
Initial: 3.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.12%    
57th
3-Year: 5.95%    
49th
5-Year: 5.12%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.59%    
84th
3-Year: 2.82%    
96th
5-Year: 2.8%    
100th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: N/A

PORTFOLIO

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Data on this page as of 01/31/2019.