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

EXPENSES

Cost Per $10,000:
3-Year: $194
5-Year: $340
10-Year: $773
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.58%    
9th
3-Year: 6.86%    
81th
5-Year: 8.89%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.33%    
8th
3-Year: -1.67%    
23th
5-Year: -1.25%    
24th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2017

PORTFOLIO

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

Underlying data by Value Line