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

EXPENSES

Cost Per $10,000:
3-Year: $168
5-Year: $294
10-Year: $670
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 58.91%    
93th
3-Year: 15.78%    
81th
5-Year: 17.43%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 16.12%    
94th
3-Year: 4.01%    
93th
5-Year: 5.47%    
99th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2002

PORTFOLIO

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Data on this page as of 06/30/2021.

Underlying data by Value Line