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

EXPENSES

Cost Per $10,000:
3-Year: $90
5-Year: $158
10-Year: $361
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.35%    
76th
3-Year: 6.58%    
82th
5-Year: 11.02%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.45%    
84th
3-Year: 0.99%    
66th
5-Year: 2.09%    
85th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2024

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line