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

EXPENSES

Cost Per $10,000:
3-Year: $145
5-Year: $255
10-Year: $580
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -12.05%    
20th
3-Year: 0.7%    
30th
5-Year: 2.17%    
33th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.51%    
78th
3-Year: 4.21%    
100th
5-Year: 3.1%    
100th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2014

PORTFOLIO

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Data on this page as of 06/30/2022.

Underlying data by Value Line