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

EXPENSES

Cost Per $10,000:
3-Year: $265
5-Year: $464
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: 9.77%    
47th
3-Year: 3.27%    
77th
5-Year: 10.14%    
80th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -7.72%    
18th
3-Year: -0.44%    
43th
5-Year: -1.08%    
41th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2013

PORTFOLIO

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

Underlying data by Value Line