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

EXPENSES

Cost Per $10,000:
3-Year: $294
5-Year: $515
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.1%    
78th
3-Year: 4.88%    
82th
5-Year: 9.45%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.04%    
87th
3-Year: 1.11%    
71th
5-Year: 2.76%    
89th
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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