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

EXPENSES

Cost Per $10,000:
3-Year: $132
5-Year: $232
10-Year: $528
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.87%    
34th
3-Year: -1.58%    
22th
5-Year: 2.06%    
26th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.27%    
62th
3-Year: 0.51%    
68th
5-Year: 0.82%    
78th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2002

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line