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

EXPENSES

Cost Per $10,000:
3-Year: $323
5-Year: $566
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: 19.25%    
57th
3-Year: -0.08%    
85th
5-Year: 6.05%    
70th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.71%    
81th
3-Year: -0.66%    
39th
5-Year: -0.36%    
45th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2019

PORTFOLIO

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

Underlying data by Value Line