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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: 8.61%    
20th
3-Year: 3.92%    
20th
5-Year: 2.91%    
21th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.8%    
39th
3-Year: -0.25%    
42th
5-Year: -0.34%    
38th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line