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

EXPENSES

Cost Per $10,000:
3-Year: $291
5-Year: $509
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.56%    
9th
3-Year: 5.04%    
75th
5-Year: 6.3%    
44th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.14%    
10th
3-Year: -3.31%    
8th
5-Year: -3.92%    
3th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2024

PORTFOLIO

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

Underlying data by Value Line