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: 0.97%    
76th
3-Year: 5.91%    
78th
5-Year: 7.18%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.9%    
77th
3-Year: 2.42%    
85th
5-Year: 2.3%    
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 02/29/2020.

Underlying data by Value Line