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

EXPENSES

Cost Per $10,000:
3-Year: $323
5-Year: $566
10-Year: $1.3K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 34.17%    
60th
3-Year: 27.27%    
94th
5-Year: 22.41%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.35%    
13th
3-Year: 0.35%    
56th
5-Year: -0.75%    
45th
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MANAGEMENT

Fund Manager:
Name: Voss
Since: 06/01/2010

PORTFOLIO

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Data on this page as of 10/31/2021.

Underlying data by Value Line