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

EXPENSES

Cost Per $10,000:
3-Year: $194
5-Year: $340
10-Year: $773
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.96%    
21th
3-Year: 1.94%    
64th
5-Year: 6.32%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.79%    
8th
3-Year: -1.89%    
21th
5-Year: -2.06%    
16th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2017

PORTFOLIO

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

Underlying data by Value Line