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

EXPENSES

Cost Per $10,000:
3-Year: $268
5-Year: $470
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.2%    
78th
3-Year: 4.97%    
83th
5-Year: 9.54%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.15%    
88th
3-Year: 1.2%    
74th
5-Year: 2.86%    
90th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2017

PORTFOLIO

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

Underlying data by Value Line