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

EXPENSES

Cost Per $10,000:
3-Year: $97
5-Year: $170
10-Year: $387
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.54%    
18th
3-Year: -1.53%    
19th
5-Year: 0.57%    
13th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.41%    
52th
3-Year: -0.29%    
59th
5-Year: -0.03%    
59th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2000

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line