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

EXPENSES

Cost Per $10,000:
3-Year: $71
5-Year: $125
10-Year: $284
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.77%    
99th
3-Year: 8.46%    
94th
5-Year: 5.77%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 12.78%    
100th
3-Year: 6.07%    
100th
5-Year: 3.57%    
100th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2018

PORTFOLIO

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Data on this page as of 03/31/2020.

Underlying data by Value Line