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: 9.34%    
81th
3-Year: 5%    
70th
5-Year: 3.86%    
58th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.99%    
84th
3-Year: 1.47%    
84th
5-Year: 0.65%    
73th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line