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

EXPENSES

Cost Per $10,000:
3-Year: $226
5-Year: $396
10-Year: $902
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.22%    
56th
3-Year: -2.01%    
6th
5-Year: 9.41%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.66%    
21th
3-Year: -4.91%    
15th
5-Year: -2.1%    
23th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2008

PORTFOLIO

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

Underlying data by Value Line