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: 68.43%    
81th
3-Year: 11.57%    
70th
5-Year: 13.58%    
76th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 11.79%    
85th
3-Year: 1.32%    
73th
5-Year: 2.23%    
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 03/31/2021.

Underlying data by Value Line