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

EXPENSES

Cost Per $10,000:
3-Year: $242
5-Year: $425
10-Year: $967
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.38%    
9th
3-Year: 6.69%    
80th
5-Year: 8.72%    
62th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.47%    
7th
3-Year: -1.85%    
21th
5-Year: -1.41%    
21th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2014

PORTFOLIO

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

Underlying data by Value Line