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

EXPENSES

Cost Per $10,000:
3-Year: $155
5-Year: $272
10-Year: $619
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 33.19%    
51th
3-Year: 13.05%    
69th
5-Year: n/a    
N/A
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.56%    
68th
3-Year: 2.09%    
74th
5-Year: n/a    
N/A
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2020

PORTFOLIO

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

Underlying data by Value Line