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

EXPENSES

Cost Per $10,000:
3-Year: $388
5-Year: $679
10-Year: $1.5K
Loads and Fees:
Initial: 5.25%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 35.75%    
46th
3-Year: -3.56%    
1th
5-Year: 8.29%    
25th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -19.87%    
1th
3-Year: -22.13%    
2th
5-Year: -12.98%    
1th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2010

PORTFOLIO

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

Underlying data by Value Line