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

EXPENSES

Cost Per $10,000:
3-Year: $162
5-Year: $283
10-Year: $645
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.43%    
50th
3-Year: 6.13%    
37th
5-Year: 5.92%    
52th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.7%    
15th
3-Year: -1.25%    
26th
5-Year: -1.06%    
25th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 12/09/2014

PORTFOLIO

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

Underlying data by Value Line