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

EXPENSES

Cost Per $10,000:
3-Year: $207
5-Year: $362
10-Year: $825
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.15%    
25th
3-Year: 0.69%    
42th
5-Year: 2.64%    
29th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.22%    
3th
3-Year: -1.84%    
22th
5-Year: -3.89%    
4th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2019

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line