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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 71.42%    
92th
3-Year: 18.13%    
86th
5-Year: 18.69%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.97%    
55th
3-Year: -3.99%    
31th
5-Year: -2.49%    
37th
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MANAGEMENT

Fund Manager:
Name: Schaub
Since: 09/01/2013

PORTFOLIO

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Data on this page as of 04/30/2021.

Underlying data by Value Line