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

EXPENSES

Cost Per $10,000:
3-Year: $245
5-Year: $430
10-Year: $980
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 27.76%    
75th
3-Year: 13.12%    
97th
5-Year: 11.32%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.29%    
97th
3-Year: 3.37%    
93th
5-Year: 0.64%    
68th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2021

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line