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

EXPENSES

Cost Per $10,000:
3-Year: $233
5-Year: $408
10-Year: $928
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -7.69%    
12th
3-Year: 2.1%    
27th
5-Year: 4.98%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.56%    
78th
3-Year: 3.01%    
91th
5-Year: 2.12%    
86th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 07/31/2020.

Underlying data by Value Line