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

EXPENSES

Cost Per $10,000:
3-Year: $71
5-Year: $125
10-Year: $284
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.46%    
24th
3-Year: 9.59%    
51th
5-Year: 7.77%    
40th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -17.41%    
7th
3-Year: -1.21%    
34th
5-Year: -2.56%    
22th
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MANAGEMENT

Fund Manager:
Name: Reckmeyer
Since: 06/01/2008

PORTFOLIO

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Data on this page as of 05/31/2021.

Underlying data by Value Line