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

EXPENSES

Cost Per $10,000:
3-Year: $420
5-Year: $736
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.41%    
69th
3-Year: -1.99%    
12th
5-Year: 1.96%    
37th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2%    
66th
3-Year: 1.25%    
64th
5-Year: 0.34%    
61th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2024

PORTFOLIO

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

Underlying data by Value Line