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

EXPENSES

Cost Per $10,000:
3-Year: $5
5-Year: $8
10-Year: $19
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 40.8%    
71th
3-Year: 18.66%    
88th
5-Year: 17.64%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.39%    
35th
3-Year: 3.99%    
86th
5-Year: 2.53%    
86th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2014

PORTFOLIO

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

Underlying data by Value Line