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

EXPENSES

Cost Per $10,000:
3-Year: $207
5-Year: $362
10-Year: $825
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -2.56%    
25th
3-Year: 0.72%    
24th
5-Year: 4.87%    
70th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.67%    
88th
3-Year: 2.14%    
81th
5-Year: 3.35%    
94th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2014

PORTFOLIO

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Data on this page as of 05/31/2020.

Underlying data by Value Line