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

EXPENSES

Cost Per $10,000:
3-Year: $178
5-Year: $311
10-Year: $709
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.86%    
19th
3-Year: -3.26%    
12th
5-Year: 0.66%    
9th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.74%    
16th
3-Year: -1.31%    
27th
5-Year: -0.75%    
26th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2018

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line