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

EXPENSES

Cost Per $10,000:
3-Year: $36
5-Year: $62
10-Year: $142
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.36%    
94th
3-Year: 4.33%    
32th
5-Year: 4.3%    
47th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.1%    
87th
3-Year: 2.05%    
91th
5-Year: 2.7%    
96th
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MANAGEMENT

Fund Manager:
Name: Barrickman
Since: 05/01/2013

PORTFOLIO

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Data on this page as of 10/31/2019.

Underlying data by Value Line