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

EXPENSES

Cost Per $10,000:
3-Year: $326
5-Year: $572
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.09%    
38th
3-Year: 1%    
26th
5-Year: 7.24%    
49th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.02%    
75th
3-Year: 5.17%    
81th
5-Year: 3.55%    
85th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line