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

EXPENSES

Cost Per $10,000:
3-Year: $45
5-Year: $79
10-Year: $180
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.06%    
90th
3-Year: 9.72%    
89th
5-Year: 9.08%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.82%    
86th
3-Year: 4.77%    
90th
5-Year: 3.31%    
94th
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MANAGEMENT

Fund Manager:
Name: Butler
Since: 04/01/2016

PORTFOLIO

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Data on this page as of 02/29/2020.

Underlying data by Value Line