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

EXPENSES

Cost Per $10,000:
3-Year: $65
5-Year: $113
10-Year: $258
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.85%    
76th
3-Year: 10.82%    
82th
5-Year: 7.44%    
58th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.47%    
96th
3-Year: 5.75%    
95th
5-Year: 4.08%    
95th
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MANAGEMENT

Fund Manager:
Name: Casparius
Since: 01/01/2015

PORTFOLIO

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Data on this page as of 11/30/2020.

Underlying data by Value Line