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

EXPENSES

Cost Per $10,000:
3-Year: $278
5-Year: $487
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.57%    
10th
3-Year: 2.83%    
13th
5-Year: 2.23%    
16th
Avg. Annualized Returns Vs. Similar Funds
1-Year: n/a    
1th
3-Year: n/a    
2th
5-Year: n/a    
3th
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MANAGEMENT

Fund Manager:
Name: Mandel
Since: 12/01/2010

PORTFOLIO

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Data on this page as of 02/29/2020.

Underlying data by Value Line