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: 27.91%    
91th
3-Year: 20.38%    
89th
5-Year: 17.89%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.83%    
81th
3-Year: 3.87%    
87th
5-Year: 4.01%    
91th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 11/30/2021.

Underlying data by Value Line