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

EXPENSES

Cost Per $10,000:
3-Year: $48
5-Year: $85
10-Year: $193
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.21%    
49th
3-Year: 4.98%    
53th
5-Year: 4.24%    
32th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.89%    
56th
3-Year: 0.67%    
63th
5-Year: -0.04%    
48th
Show Details

MANAGEMENT

Fund Manager:
Name: Barrickman
Since: 02/01/2013

PORTFOLIO

Show Details
Data on this page as of 08/31/2020.

Underlying data by Value Line