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

EXPENSES

Cost Per $10,000:
3-Year: $145
5-Year: $255
10-Year: $580
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 1.74%    
9th
3-Year: -2.58%    
14th
5-Year: -0.03%    
9th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.08%    
19th
3-Year: -1.17%    
31th
5-Year: -0.53%    
41th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2022

PORTFOLIO

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

Underlying data by Value Line