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

EXPENSES

Cost Per $10,000:
3-Year: $468
5-Year: $821
10-Year: $1.9K
Loads and Fees:
Initial: 3.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.63%    
70th
3-Year: 4.66%    
39th
5-Year: 4.3%    
49th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.62%    
21th
3-Year: 1.54%    
90th
5-Year: 1.48%    
92th
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MANAGEMENT

Fund Manager:
Name: Ivascyn
Since: 04/01/2007

PORTFOLIO

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Data on this page as of 10/31/2019.

Underlying data by Value Line