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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.36%    
66th
3-Year: 4.06%    
51th
5-Year: 10.46%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2%    
32th
3-Year: 4.05%    
78th
5-Year: -0.22%    
38th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2011

PORTFOLIO

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

Underlying data by Value Line