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

EXPENSES

Cost Per $10,000:
3-Year: $87
5-Year: $153
10-Year: $348
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.22%    
69th
3-Year: 11.81%    
76th
5-Year: 10.07%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.2%    
50th
3-Year: 2%    
83th
5-Year: 2.21%    
94th
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MANAGEMENT

Fund Manager:
Name: Stetler
Since: 12/01/2003

PORTFOLIO

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

Underlying data by Value Line