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

EXPENSES

Cost Per $10,000:
3-Year: $397
5-Year: $696
10-Year: $1.6K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.29%    
11th
3-Year: 3.5%    
83th
5-Year: 7.22%    
68th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.98%    
16th
3-Year: -1.05%    
32th
5-Year: -0.55%    
41th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2012

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line