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: 8.85%    
62th
3-Year: 4.72%    
72th
5-Year: 8.12%    
71th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.25%    
50th
3-Year: 1.78%    
84th
5-Year: 2.11%    
75th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line