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

EXPENSES

Cost Per $10,000:
3-Year: $236
5-Year: $413
10-Year: $941
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 35.68%    
95th
3-Year: 9.5%    
60th
5-Year: 9.24%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.55%    
99th
3-Year: 2.13%    
85th
5-Year: 2.26%    
92th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2019

PORTFOLIO

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

Underlying data by Value Line