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

EXPENSES

Cost Per $10,000:
3-Year: $407
5-Year: $713
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -29.45%    
9th
3-Year: 1.6%    
49th
5-Year: 7.21%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.86%    
16th
3-Year: -3.16%    
13th
5-Year: 1.28%    
70th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2013

PORTFOLIO

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Data on this page as of 06/30/2022.

Underlying data by Value Line