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

EXPENSES

Cost Per $10,000:
3-Year: $200
5-Year: $351
10-Year: $799
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.91%    
7th
3-Year: 5.08%    
30th
5-Year: 3.99%    
22th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.29%    
22th
3-Year: 0.4%    
60th
5-Year: -0.04%    
52th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2019

PORTFOLIO

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Data on this page as of 03/31/2021.

Underlying data by Value Line