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

EXPENSES

Cost Per $10,000:
3-Year: $23
5-Year: $40
10-Year: $90
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.96%    
27th
3-Year: 1.66%    
41th
5-Year: 1.9%    
22th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.37%    
63th
3-Year: -0.05%    
48th
5-Year: 0.3%    
66th
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MANAGEMENT

Fund Manager:
Name: Barrickman
Since: 11/01/2010

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line