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

EXPENSES

Cost Per $10,000:
3-Year: $213
5-Year: $374
10-Year: $851
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.2%    
57th
3-Year: -1.99%    
6th
5-Year: 9.44%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.48%    
22th
3-Year: -4.85%    
16th
5-Year: -2.02%    
24th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2014

PORTFOLIO

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

Underlying data by Value Line