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

EXPENSES

Cost Per $10,000:
3-Year: $94
5-Year: $164
10-Year: $374
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 51.94%    
88th
3-Year: 13.78%    
73th
5-Year: 14.62%    
76th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.11%    
86th
3-Year: 2%    
80th
5-Year: 2.64%    
89th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2017

PORTFOLIO

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

Underlying data by Value Line