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

EXPENSES

Cost Per $10,000:
3-Year: $394
5-Year: $691
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.73%    
37th
3-Year: -0.52%    
24th
5-Year: 6.61%    
47th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.87%    
75th
3-Year: 4.98%    
81th
5-Year: 3.35%    
83th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2020

PORTFOLIO

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

Underlying data by Value Line