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

EXPENSES

Cost Per $10,000:
3-Year: $168
5-Year: $294
10-Year: $670
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.2%    
59th
3-Year: 6.22%    
81th
5-Year: 9.52%    
71th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.34%    
39th
3-Year: 4.74%    
99th
5-Year: 2.03%    
79th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2013

PORTFOLIO

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

Underlying data by Value Line