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

EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 33.25%    
92th
3-Year: 11.29%    
73th
5-Year: 9.41%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.18%    
96th
3-Year: 3.95%    
99th
5-Year: 2.45%    
93th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2019.

Underlying data by Value Line