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

EXPENSES

Cost Per $10,000:
3-Year: $701
5-Year: $1.2K
10-Year: $2.8K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.81%    
30th
3-Year: 2.43%    
9th
5-Year: 1.25%    
7th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.62%    
10th
3-Year: -6.27%    
1th
5-Year: -4.95%    
1th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2009

PORTFOLIO

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

Underlying data by Value Line