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

EXPENSES

Cost Per $10,000:
3-Year: $142
5-Year: $249
10-Year: $567
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -14.47%    
5th
3-Year: -3.1%    
7th
5-Year: 1.19%    
11th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.22%    
25th
3-Year: -2.18%    
20th
5-Year: -1.67%    
21th
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MANAGEMENT

Fund Manager:
Name: Chalupnik
Since: 01/01/2020

PORTFOLIO

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Data on this page as of 07/31/2020.

Underlying data by Value Line