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

EXPENSES

Cost Per $10,000:
3-Year: $90
5-Year: $158
10-Year: $361
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 37.72%    
62th
3-Year: 12.57%    
66th
5-Year: 12.18%    
62th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.08%    
30th
3-Year: 0.79%    
64th
5-Year: 0.21%    
54th
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MANAGEMENT

Fund Manager:
Name: Reckmeyer
Since: 08/01/2007

PORTFOLIO

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

Underlying data by Value Line