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: 5.54%    
64th
3-Year: 6.13%    
78th
5-Year: 6.16%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.74%    
53th
3-Year: 1.74%    
88th
5-Year: 1.82%    
92th
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MANAGEMENT

Fund Manager:
Name: Shriver
Since: 05/01/2011

PORTFOLIO

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

Underlying data by Value Line