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: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.35%    
24th
3-Year: 4.35%    
22th
5-Year: 3.34%    
23th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.31%    
19th
3-Year: -0.46%    
31th
5-Year: -0.29%    
40th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2019

PORTFOLIO

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Data on this page as of 02/29/2020.

Underlying data by Value Line