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: 15.38%    
70th
3-Year: 9.32%    
72th
5-Year: 9.54%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8%    
97th
3-Year: 4.25%    
99th
5-Year: 4.56%    
99th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2020.

Underlying data by Value Line