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

EXPENSES

Cost Per $10,000:
3-Year: $213
5-Year: $374
10-Year: $851
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.09%    
54th
3-Year: 5.74%    
84th
5-Year: 11%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.67%    
44th
3-Year: 1.53%    
82th
5-Year: 2.55%    
88th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line