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: 3.72%    
18th
3-Year: -0.59%    
21th
5-Year: 0.08%    
5th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.19%    
59th
3-Year: 1.5%    
64th
5-Year: 0.61%    
57th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line