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

EXPENSES

Cost Per $10,000:
3-Year: $252
5-Year: $441
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 71.97%    
84th
3-Year: 1.68%    
6th
5-Year: 7.65%    
41th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.69%    
48th
3-Year: 2.99%    
67th
5-Year: 5.28%    
81th
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MANAGEMENT

Fund Manager:
Name: Johnson
Since: 06/01/2010

PORTFOLIO

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

Underlying data by Value Line