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

EXPENSES

Cost Per $10,000:
3-Year: $242
5-Year: $425
10-Year: $967
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.58%    
76th
3-Year: 6.45%    
83th
5-Year: 12.4%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.64%    
86th
3-Year: 1.28%    
77th
5-Year: 3.88%    
96th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2017

PORTFOLIO

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

Underlying data by Value Line